Thrive Wealth Management, LLC · 5 days ago
Relationship Manager, Financial Planning Services
Audubon, PA
Full-time
Onsite
Entry Level
1+ years expThrive Wealth Management, LLC is a rapidly growing firm located in the King of Prussia, PA area seeking a full time Relationship Manager responsible for supporting the firm’s financial advisors and clients with financial planning responsibilities. The ideal candidate will handle complex client transactions, build individual financial plans, and participate in client meetings.
Financial ServicesInsuranceRetirementWealth Management
Responsibilities
Serves as a resource for financial advisors in designing a tailored financial plan for existing clients
Organize the technical tasks and workflow for the iThrive Life Planning Process™
Lead, mentor and help train financial planning associates in the day to day activities of the firm
Prepare presentations and other documents for client meetings and reviews
Attend meetings held by financial advisors with clients and prospects
Summarizes client meeting notes and performs follow-up tasks as required
Gather client data and work with clients to ensure action items are executed
Be part of a broader team all working together to build client loyalty through a “one team” approach
Qualification
Required
Bachelor degree with 1-2 years experience working in the wealth management and/or RIA arena building financial plans for individuals
Must demonstrate core Thrive Wealth Management values of trust, teamwork and accountability
Must have a passion for client service. You enjoy talking with clients and are interested in getting to know them and helping them achieve their goals
Display well-developed interpersonal and communication skills including the ability to quickly engage and connect, actively listen, empathize, ask questions and respond in language that clients understand
Be a 'Big Picture' thinker
Have already obtained or interested in obtaining the CFP® designation
Ability to work under pressure and meet deadlines in a fast paced demanding environment
Proficiency with Microsoft Office Products is required
Preferred
Familiarity with Redtail CRM
Familiarity with Orion
Familiarity with Money Guide Pro
Benefits
Comprehensive employee health benefits package
Paid vacation time, sick time and holidays
401(k) eligibility with match
Company
Thrive Wealth Management, LLC
We are purposely a boutique firm founded by experienced CERTIFIED FINANCIAL PLANNER™ professionals dedicated to offering REAL financial planning for a fair fee.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Mike Ptaszenski
Managing Partner
Steve Erfle
Managing Partner
Company data provided by crunchbase