Client Relationship Manager / Associate Advisor

Client Relationship Manager / Associate Advisor My Harmony Wealth Advisors - 4.0 Worthington, OH Job Details Full-time $55,000 - $65,000 a year 17 hours ago Qualifications Financial planning Teamwork Customer relationship building Workflow management (operations management method) Data reporting Bachelor's degree Customer relationship management Organizational skills Financial services CRM system proficiency Series 65 Full Job Description Position Overview The Client Relationship Manager / Associate Advisor serves as a hybrid role combining financial planning support, client relationship management, and client service execution. This role partners closely with Lead Advisors to deliver a high-quality client experience while also supporting lead generation program execution and practice management initiatives. Analytical & Planning Support

• Prepare financial plans by entering data, running scenarios, and generating client deliverables
• Analyze client portfolios and assist with recommendations or rebalancing support
• Create reports, presentations, and custom analyses for client meetings
• Conduct product and investment research as needed Client Relationship Management & Client Service Operations
• Serve as a primary point of contact for day-to-day client needs
• Manage client service workflows including account maintenance and cash movements
• Coordinate and execute client onboarding processes
• Maintain accurate client records in CRM and portfolio systems
• Prepare meeting materials and track follow-ups
• Partner with advisors and operations to ensure seamless service delivery
• Identify issues proactively and escalate appropriately
• Support training of junior team members Lead Generation Program Support & Practice Management
• Support execution of firm lead generation programs (referrals, digital tools, marketing initiatives)
• Track and manage prospect flow within CRM systems
• Assist with prospect intake and discovery preparation
• Maintain prospect lists (firm-provided and advisor-provided)
• Coordinate scheduling and follow-up for prospect meetings
• Track pipeline metrics such as activity and conversion
• Collaborate on marketing and business development initiatives
• Identify process improvement opportunities Requirements & Qualifications
• Bachelor's degree required (Finance, Business, or related field preferred)
• Series 65 license required (or ability to obtain within a defined onboarding period, if applicable)
• 2-5+ years of experience in a financial services environment preferred (within an RIA, broker-dealer, or wirehouse platform is advantageous)
• Demonstrated experience supporting client relationships and delivering financial planning or wealth management services
• Working knowledge of financial planning concepts, investment strategies, and portfolio construction principles
• Experience with CRM systems (e.g., Redtail, Salesforce) and portfolio management/reporting tools
• Strong organizational skills with the ability to manage multiple client and prospect workflows simultaneously
• High attention to detail and commitment to accuracy in client service and financial deliverables
• Effective communication skills, both written and verbal, with the ability to interact directly with clients in a professional and confident manner
• Ability to operate in a team-based environment while taking ownership of assigned responsibilities
• Interest in long-term growth within a client-facing advisory or relationship management role Measures of Success
• Consistent, high-quality client service delivery
• Accuracy and timeliness of financial planning deliverables
• Effective management of client and prospect workflows
• Advisor satisfaction and team collaboration
• Contribution to lead generation program execution

Pay:

$55,000.00 - $65,000.00 per year

Work Location:

In person