Wealth Management Relationship Manager

Wealth Management Relationship Manager Alamo, CA Job Details $150,000 - $165,000 a year 6 days ago Benefits Health insurance Paid time off 401(k) matching Qualifications Finance advising Wealth management Customer relationship building Customer retention CFP Identifying new business opportunities Business development Managing clients in a finance role Client services Relationship management Business development within finance Financial services Series 65 Senior level Full Job Description Wealth Management Relationship Manager Alamo CA $150,000 - $165,000 Base Overview We are hiring a Wealth Management Relationship Manager to support and expand relationships with high-value clients. This role combines advisory expertise, client service, and business development. Responsibilities Manage and deepen long-term client relationships Provide ongoing financial and investment guidance Lead client review meetings and planning discussions Identify new business and referral opportunities Ensure accurate documentation and compliance Qualifications 10+ years in wealth management or financial advisory Series 65 required CFP preferred Strong client service and relationship management skills Proven track record of client retention and growth Benefits Competitive salary + long-term growth opportunity 401(k) with employer match Comprehensive health benefits PTO and work-life balance MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at #LI-CA1