Associate Advisor / Relationship Manager - Remote

Overview

Modern Wealth Management is seeking a Permanently Remote 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.

In Short

• Support financial advisors by managing operational tasks.
• Handle client onboarding and account maintenance.
• Collaborate with internal teams to ensure efficient client service.
• Maintain accurate client records and manage CRM data.
• Cultivate strong client relationships and understand financial goals.
• Identify opportunities for client growth and new business.
• Stay informed on financial market trends.
• Adhere to regulatory requirements and internal policies.
• Work independently while maintaining a professional setting.
• Possess strong communication and organizational skills.

Requirements

• Bachelor's degree in finance, economics, or business administration.
• Previous experience in a client-facing role in financial services.
• Ability to juggle multiple projects and learn new software quickly.
• Strong work ethic and communication skills.
• Attention to detail and time management skills.
• Exceptional phone and client service skills.
• Experience with Microsoft Excel and CRM software is a plus.

Benefits

• Starting salary of $75,000 - $85,000 based on experience.
• Life insurance and health coverage.
• 401(k) match with 100% vesting.
• Mentorship and learning opportunities.
• Firm-sponsored CFP prep-course.
• Professional growth opportunities.
• Access to a supportive team.