Wealth Planning Associate — Client Relations Hybrid/Remote

Global Accounting Network; Philadelphia (Philadelphia County); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

15 days of PTO after 90 days

Health and dental benefits

401(k) with employer match

Job summary

A financial services firm in Philadelphia area is looking for a Financial Planning & Client Relationship Manager. The ideal candidate must have at least 1-2 years of experience in finance or financial planning. Responsibilities include managing client relationships, gathering financial data, and preparing reports. The role offers standard office hours with some flexibility for remote work, 15 days of PTO, health benefits, and a 401(k) plan with employer match.

Qualifications

• Minimum of 1–2 years of experience in finance, financial planning, or wealth management.
• Series 65 or 66 license preferred, or willingness to obtain.
• Proficiency in Microsoft Office (Word, Excel, Outlook).

Responsibilities

• Partner closely with Financial Advisors to manage and service client relationships.
• Serve as a primary point of contact for client inquiries.
• Gather financial data and conduct research to support financial planning.
• Prepare reports for client meetings.
• Attend client meetings as needed and document discussions.
• Execute administrative tasks related to client accounts.

Skills

Finance

Financial Planning

Client Relationship Management

Communication Skills

Attention to Detail

Tools

Microsoft Office

Job description

A financial services firm in Philadelphia area is looking for a Financial Planning & Client Relationship Manager. The ideal candidate must have at least 1-2 years of experience in finance or financial planning. Responsibilities include managing client relationships, gathering financial data, and preparing reports. The role offers standard office hours with some flexibility for remote work, 15 days of PTO, health benefits, and a 401(k) plan with employer match.