Modern Wealth Management is seeking an Associate Advisor / Relationship Manager for our financial planning and investment advisory firm in Campbell, CA. We are very interested in you if you desire a career in Wealth Management.
The Relationship Manager plays a key role in supporting financial advisors by helping them manage their books of business and ensuring seamless operational execution. This role is responsible for handling the operational tasks that allow advisors to focus on client relationship-building and financial planning. The Relationship Manager will take ownership of administrative duties, client onboarding, account maintenance, and coordination across teams to deliver exceptional client service, ensuring a smooth, efficient, and client-centric experience.

TECHNICAL SKILLS:

• Basic/Intermediate knowledge of Microsoft Excel.
• Experience with Salesforce (or other CRM software), financial planning software, Orion, and Microsoft Office tools a plus but not required.
  Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments.
  At Modern Wealth Management, we are committed to fostering a diverse, equitable, and inclusive workplace where all employees feel valued, respected, and empowered. We believe that a variety of perspectives and backgrounds strengthens our team and enhances our ability to serve our clients. We welcome and encourage applicants of all backgrounds, experiences, and identities to apply

Qualifications:

• Bachelor’s degree in finance, economics, business administration, or a related field is typically required. Work towards the attainment of Certified Financial Planner (CFP) designation may be preferred.
• Previous experience in a client-facing role within the financial services industry is highly desirable, particularly in wealth management or investment advisory.
• Ability to juggle multiple projects successfully.
• Ability to learn new concepts and software packages quickly.
• Independently motivated, have excellent communication skills and have a strong work ethic.
• Strong educational credentials and analytical background.
• Strong verbal and written communication skills.
• Ability to identify, meet, and follow through with client’s needs and requirements.
• Must interact effectively with office staff and be a goal-oriented team player
• Strong attention to detail.
• Must demonstrate excellence in organizational and time management skills.
• Exceptional phone and client service skills, positive and upbeat attitude at all times.
• Experience/ability to work from home while maintaining a professional settin

• Assist financial advisors by handling administrative tasks, coordinating client communications, and managing client accounts to allow advisors to focus on strategic relationship-building and financial planning.
• Take ownership of day-to-day operational tasks by attending client meetings and coordinating follow-up tasks, coordinating portfolio updates, and resolving client requests in a timely and accurate manner.
• Collaborate with internal teams, such as compliance, investment operations, and client service departments, to ensure all client-related activities are executed efficiently and in line with company standards.
• Maintain accurate client records, manage CRM data, and generate reports as needed to support advisors in tracking client activity, portfolio performance, and service delivery.
• Cultivate and maintain strong relationships with clients.
• Understand clients’ financial goals and preferences.
• Identify opportunities for client growth and new business.
• Stay informed on financial market trends and regulatory changes.
• Adhere to regulatory requirements and internal policies, conducting due diligence on prospective clients and implementing risk mitigation measures.

Qualifications:

• Bachelor’s degree in finance, economics, business administration, or a related field is typically required. Work towards the attainment of Certified Financial Planner (CFP) designation may be preferred.
• Previous experience in a client-facing role within the financial services industry is highly desirable, particularly in wealth management or investment advisory.
• Ability to juggle multiple projects successfully.
• Ability to learn new concepts and software packages quickly.
• Independently motivated, have excellent communication skills and have a strong work ethic.
• Strong educational credentials and analytical background.
• Strong verbal and written communication skills.
• Ability to identify, meet, and follow through with client’s needs and requirements.
• Must interact effectively with office staff and be a goal-oriented team player
• Strong attention to detail.
• Must demonstrate excellence in organizational and time management skills.
• Exceptional phone and client service skills, positive and upbeat attitude at all times.
• Experience/ability to work from home while maintaining a professional setting