[Remote] Relationship Manager (Financial Advisor)

Note The job is a remote job and is open to candidates in USA. Lead Advisor is a wealth management consulting and search firm, and they are seeking a Relationship Manager to serve as a trusted point of contact for an established client base. The role involves delivering personalized financial planning solutions and expanding the client base through proactive relationship management and business development. Responsibilities Expand the client base through referrals and next-generation relationship development Deliver holistic financial planning solutions, including investments, insurance, and advanced planning strategies Lead discovery meetings, plan presentations, and periodic review sessions to ensure alignment with client goals Prepare and present financial plans and recommendations Maintain and strengthen long-term client relationships through exceptional service Update client plans and recommend appropriate financial products and strategies Ensure a consistently high-quality client experience across all interactions Identify, attract, and onboard new clients focusing on 2nd generation planning Generate referrals from existing client relationships Adapt quickly in a dynamic, fast-paced environment Collaborate effectively within a team while maintaining the ability to work independently Uphold strict confidentiality and professional integrity Skills Life & Health Insurance License (resident and non-resident, including Florida) Securities licenses SIE, Series 7, and series 63 CFP® Bachelor's degree in business, finance, or a related field Proven experience in financial services, wealth management, or a similar field Demonstrated success in generating leads and acquiring new clients Background in sales, client service, or other client-facing roles Benefits Performance-based bonus Employer-matched 401k Comprehensive benefits package, including medical coverage Flexible remote and/or hybrid work environment Company Overview Lead Advisor offers wealth management services, guidance, private research, and a job board for top talent. It was founded in 2020, and is headquartered in Boston, New York, USA, with a workforce of 2-10 employees. Its website is https//lead-advisor.com.