Strategic Wealth Planning Liaison

Thrive Wealth Management, LLC; Lower Providence Township (PA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive base salary

Bonus potential

Comprehensive health benefits

Paid vacation and sick time

401(k) eligibility with match

Opportunities for continuing education

Job summary

A financial planning firm in Pennsylvania is looking for a Relationship Manager to enhance client services and support advisors. Ideal candidates will have a Bachelor's degree and 1-2 years in wealth management, displaying strong interpersonal skills and a passion for helping clients achieve their financial goals. The position offers competitive compensation, a robust benefits package, and a chance for professional growth.

Qualifications

• 1-2 years experience working in wealth management or RIA.
• Must have passion for client service and being client-focused.
• Interest or current pursuit of CFP® designation is preferred.

Responsibilities

• Support financial advisors in creating financial plans.
• Organize workflow for the iThrive Life Planning Process™.
• Lead and mentor financial planning associates.

Skills

Interpersonal and communication skills

Client service orientation

Big picture thinking

Ability to work under pressure

Proficiency with Microsoft Office Products

Education

Bachelor's degree

Tools

Redtail CRM

Orion

Money Guide Pro

Job description

A financial planning firm in Pennsylvania is looking for a Relationship Manager to enhance client services and support advisors. Ideal candidates will have a Bachelor's degree and 1-2 years in wealth management, displaying strong interpersonal skills and a passion for helping clients achieve their financial goals. The position offers competitive compensation, a robust benefits package, and a chance for professional growth.