Associate Advisor / Relationship Manager

Associate Advisor / Relationship Manager

Modern Wealth Management is seeking an 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.

The Relationship Manager plays a key role in supporting financial advisors by helping them manage their books of business and ensuring seamless operational execution. This role is responsible for handling the operational tasks that allow advisors to focus on client relationship-building and financial planning. The Relationship Manager will take ownership of administrative duties, client onboarding, account maintenance, and coordination across teams to deliver exceptional client service, ensuring a smooth, efficient, and client-centric experience.

Benefits :

• Starting salary of $75,000 - $85,000 based on experience and credentials with a full benefit package including
• Life insurance
• 100% company paid employee only premiums for Health, Dental & Vision Coverage
• 4% company 401(k) match, 100% vested
• Mentorship and learning opportunities
• Firm-sponsored CFP prep-course and testing
• Great working environment with professional growth opportunities
• You will have access to a great team of professionals & back-office support

Primary Duties :

Qualifications :

Technical skills :

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments.

At Modern Wealth Management, we are committed to fostering a diverse, equitable, and inclusive workplace where all employees feel valued, respected, and empowered. We believe that a variety of perspectives and backgrounds strengthens our team and enhances our ability to serve our clients. We welcome and encourage applicants of all backgrounds, experiences, and identities to apply.