Wealth Management Advisor

Cyperus Group LLC; New Jersey; On-site; USD 100,000 - 180,000; Full time

Job summary

Cyperus Group LLC is seeking an experienced Wealth Management Advisor (Relationship Manager) in New Jersey to manage sophisticated client relationships and drive growth. You will deliver high-touch service, develop tailored financial plans, and collaborate with Investments, Tax, and Planning teams to implement solutions.

The role emphasizes proactive client engagement, CRM maintenance, and continual process improvement using technology. CFP preferred; Series 65 required within 90 days of hire.

Qualifications

• 5+ years of experience in wealth management or financial planning.
• Strong client-facing and communication skills.
• Understanding of investments, tax, fiduciary practices, and securities.
• Familiarity with financial planning software such as eMoney.

Responsibilities

• Manage and strengthen existing wealth management relationships through proactive, high-touch client service.
• Develop and present comprehensive financial plans and provide planning guidance to clients.
• Partner closely with Investments, Trust, Tax, Planning, Operations, and Sales to deliver solutions and support onboarding.
• Handle account administration, transactions, documentation, and issue resolution while ensuring accuracy and compliance.
• Build relationships with clients, prospects, attorneys, CPAs, trustees, and other external partners.
• Identify opportunities for relationship expansion, referrals, and new business development.
• Participate in client meetings, prepare materials, maintain CRM records, and drive follow-up.
• Continuously improve processes and efficiency through effective use of technology and operational platforms.

Skills

Relationship management

Client-facing

Financial planning

Investments knowledge

CRM proficiency

Communication skills

Problem-solving

Education

Series 65 certification (required within 90 days)

CFP preferred

Tools

eMoney

Job description

Wealth Management Advisor (Relationship Manager)

A leading wealth management firm is seeking an experienced Relationship Manager to manage complex client relationships, deliver exceptional service, and support continued business growth.

Key Responsibilities:

• Manage and strengthen existing wealth management relationships through proactive, high-touch client service.
• Develop and present comprehensive financial plans and provide planning guidance to clients.
• Partner closely with Investments, Trust, Tax, Planning, Operations, and Sales to deliver solutions and support new client onboarding.
• Handle account administration, transactions, documentation, and issue resolution while ensuring accuracy and compliance.
• Build relationships with clients, prospects, attorneys, CPAs, trustees, and other external partners.
• Identify opportunities for relationship expansion, referrals, and new business development.
• Participate in client meetings, prepare materials, maintain CRM records, and drive follow-up.
• Continuously improve processes and efficiency through effective use of technology and operational platforms.

Qualifications:

• 5+ years of experience in wealth management, financial planning.
• Strong client-facing, communication, analytical, organizational, and problem-solving skills.
• Solid understanding of investments, financial planning, tax, fiduciary practices, and securities.
• Experience with financial planning software such as eMoney preferred.
• Series 65 required (or must obtain within 90 days).
• CFP® preferred; CTFA/CFA with relevant experience also considered.

This is an opportunity for an experienced wealth management professional to take ownership of sophisticated client relationships while playing a meaningful role in business development and growth.