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Relationship Manager | Paraplanner


Act as an extension of Managing Partners regarding client service needs for wealth management practice. Specific functions to include:

  • Prepare client-facing proposals and performance reports including tax projections, investment reports, and comprehensive individual financial plans.

  • Oversee client service schedule, develop operational processes and task management system to maximize work-flow efficiency.

  • Assist with ongoing RIA compliance responsibilities and implement fiduciary best practices to help protect the interests of clients and reduce litigious risks for the firm.

  • Assist with the preparation and submission of client onboarding and service-related documents.

  • Attend investment committee meetings, maintain meeting minutes, assist with the preparation of investment reports, assist with follow up tasks from meetings.

  • Place investment trades and handle rebalancing of client portfolios under the direction of firm Partners.

  • Act as a liaison between internal and outside partners regarding pricing, product updates and client servicing matters.

  • Management of client data files, assist with marketing and client engagement efforts.

  • Develop working knowledge of programs not limited to but including Microsoft Office, eMoney, Morningstar, Portfolio Visualizer, QuickBooks, Schwab, TD Ameritrade, CRM systems.

  • Manage monthly invoicing and accounts receivable for personal financial planning clients.

  • Coordinate with internal team members to assist with implementation of employee wellness programs and individual financial planning consultations for business retirement plan clients.


  • Detail-oriented, organized and process-driven

  • Strong critical thinking skills, ability to identify opportunities maximize operational efficiency

  • Technologically inclined, can adapt to software systems quickly

  • Strong written and verbal communications skills, empathetic with a professional disposition

  • Self-starter, ability to work independently with minimal supervision

  • Dynamic, ability to adapt to evolving needs of practice

    Please click HERE or email your resume to to apply! 

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