Remote Wealth Relationship Manager | Independent Advisory

Ollis Wealth Management; Mobile (AL); Remote; USD 100,000 - 130,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) retirement plan with employer; 

Paid time off and paid holidays

Life and disability insurance

Licensing and CFP coursework support

Fully remote schedule with flexible/ly

Clear career path in growing, independ

Job summary

Ollis Wealth Management is seeking a Wealth Relationship Manager to own day-to-day client relationships for a designated group of households. You will work closely with the founder and wealth advisor, running client meetings, keeping plans on track, and ensuring families feel informed and cared for.

This is a fully remote position with meetings by video/phone. The role requires experience in wealth management, strong communication skills, and the ability to manage multiple households

Qualifications

• 4+ years of experience in wealth management, financial planning, or private client services with direct client-facing responsibilities.
• Excellent written and verbal communication skills; ability to simplify complex topics.
• Comfort running client meetings via video; strong organizational and time-management abilities.

Responsibilities

• Serve as the primary day-to-day contact for an assigned book of client households.
• Lead or co-lead annual and semi-annual review meetings by video, phone, and occasionally in person.
• Prepare meeting agendas, review materials, and provide clear follow-up with next steps.
• Proactively reach out to clients around life events, market volatility, tax deadlines, and RMDs.
• Build lasting relationships with multi-generational families, including adult children and beneficiaries.

Job description

Ollis Wealth Management is seeking a Wealth Relationship Manager to own day-to-day client relationships for a designated group of households. You will work closely with the founder and wealth advisor, running client meetings, keeping plans on track, and ensuring families feel informed and cared for.

This is a fully remote position with meetings by video/phone. The role requires experience in wealth management, strong communication skills, and the ability to manage multiple households