Wealth Planning Relationship Manager

Prime Capital Financial; Bethesda (MD); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Generous PTO

12 Paid Holidays

Employee Assistance Program

Job summary

Prime Capital Financial in Bethesda, Maryland, seeks a Relationship Manager to become the primary contact for clients and support advisors in wealth management and retirement planning. You will manage client interactions, prepare financial plans using eMoney, and coordinate with the team to deliver superior service.

Daily activities include data analysis, plan design support, timely responses to client inquiries, and ongoing client engagement to enhance the overall client experience.

Qualifications

• Bachelor’s degree in Finance, Business, or related field preferred.
• 2+ years of experience in financial services or client relationship management.
• Proficiency in eMoney and other financial planning software (or willingness to learn).
• 401(k)
• Generous PTO
• 12 Paid Holidays
• EAP

Responsibilities

• Act as the first point of contact for clients, handling transactions, inquiries, and follow-ups to ensure client satisfaction.
• Utilize eMoney and other financial planning software to create and maintain client accounts, track data, and deliver high-quality financial plans.
• Prepare materials for client meetings, assist with case prep, and complete follow-up tasks, including updates to guidebooks and correspondence.
• Schedule client service appointments, manage calendars, and ensure all client service deliverables are completed on time.
• Work closely with Client Service Managers (CSMs), Directors of Operations (DOOs), and Advisors to execute client strategies and deliver exceptional service.
• Maintain workflows and databases with accuracy, track business processes, and generate performance reports as needed.
• Request and generate insurance illustrations and assist with performance reporting for all clients.

Skills

Client relationship management

Financial planning

eMoney proficiency

Communication skills

Team collaboration

Education

Bachelor’s degree in Finance or Business

Tools

eMoney

Job description

Prime Capital Financial in Bethesda, Maryland, seeks a Relationship Manager to become the primary contact for clients and support advisors in wealth management and retirement planning. You will manage client interactions, prepare financial plans using eMoney, and coordinate with the team to deliver superior service.

Daily activities include data analysis, plan design support, timely responses to client inquiries, and ongoing client engagement to enhance the overall client experience.