Job Details

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• 401(k) + Matching (Available after 1 year)
• Paid Time Off
• Bonus & Quarterly Incentives (Available after 1 year)
• Career Pathway for Licensure (Series 7, 66, Insurance) (Available after 2 years)

Position Summary

We are seeking a proactive, highly organized, and detail-oriented Financial Relationship Manager to play a pivotal role in managing client relationships, coordinating internal workflows, supporting executive leadership, and ensuring operational excellence in a dynamic financial advisory firm. This hybrid position blends strategic planning, relationship cultivation, and office leadership into a single impactful role. The ideal candidate thrives in a fast-paced environment, demonstrates exceptional communication and multitasking skills, and has a passion for client service and process improvement.

Key Responsibilities

Client Relationship Management

• Serve as a primary point of contact for clients and prospects, delivering a high-touch, concierge-level service experience.
• Coordinate appointment scheduling, follow-ups, and proactive outreach via email and phone.
• Prepare client forms, financial summaries, and review documentation using CRM tools and planning software (e.g., Albridge Wealth Reporting, Wealthbox).
• Support all stages of the client lifecycle, including onboarding, account maintenance, and compliance documentation.

Executive & Strategic Support

• Act as a right-hand to the CEO to ensure seamless operational execution, calendar prioritization, and timely task follow-through.
• Manage executive email flow, meeting coordination, and high-priority action items.
• Collaborate with internal teams—operations, marketing, compliance—to streamline initiatives and ensure alignment with firm goals.

Event & Marketing Coordination

• Plan and execute client events, seminars, webinars, and appreciation programs, including logistics, registration management, and post-event follow-up.
• Support marketing initiatives in partnership with FMOs and marketing teams, including campaign coordination, compliance submissions, and social media content workflows.

Required Skills & Qualifications

• Bachelor's degree in Finance, Business, Economics, or a related field.
• Experience in financial planning support, client service, office administration, or a related professional environment.li>
• Exceptional ability to multitask, manage competing priorities, and solve problems independently.
• Strong written and verbal communication with a polished, client-first approach.
• Proficiency in Microsoft Office Suite and CRM systems; familiarity with financial planning tools.
• Ability to pass background check and fingerprinting in accordance with federal regulations.

Preferred Qualifications

• Prior experience in a wealth management, RIA, or financial advisory setting.
• Exposure to securities-related processes, investment documentation, or compliance workflows.
• Interest in pursuing Series 7, Series 66, and Insurance licensing (firm sponsorship available after 2 years).
• Monday–Friday, 8-hour shifts
• Occasional weekend support for seminars or events
• In-person attendance required in Santa Barbara, CA
• Strong commitment to confidentiality, client privacy, and regulatory professionalism

Who Thrives in This Role

• Enjoys client-facing work and operational leadership
• Wants long-term growth in financial services
• Works effectively in a dynamic, boutique advisory environment
• Brings initiative, accuracy, and reliability to daily workflow execution
• Join our mission to deliver exceptional financial guidance and service in a dynamic, collaborative environment. Apply now to become our next Financial Relationship Manager.

Seniority level

Entry level

Employment type

Full-time

Job function

Sales and Business Development