Relationship Manager

TrueJourney Financial Advisors is an investment planning and private wealth management practice providing financial advisory, investment, and wealth planning services. We build customized investment portfolios that are aligned to each client’s financial objectives as part of a comprehensive wealth management plan. Clients place their trust in our expertise, integrity, and diligence.

As Relationship Manager, you will be counted on to provide exceptional customer service, support financial advisory functions, interact professionally with clients, and serve as administrative support to the TrueJourney team.

The Role of Relationship Manager:

• You have an integral client-facing role in our practice. Your appearance, demeanor, competence, and work ethic are a direct reflection of the financial advisor(s) you support and the practice as a whole. A successful Relationship Manager has a dynamic personality, can-do attitude, and project management superpowers.

• Your primary role is to provide an exceptional client experience that builds, strengthens, and retains long-term client relationships. You take pride in consistently and reliably making clients feel heard, valued, and helped in a timely and accurate manner.

• Managing your schedule and duties requires independence, confidence, and competence, plus a great deal of organizational skills and attention to detail. It is absolutely critical that you have a strong handle on your work load so that every task is followed through to completion with a high degree of excellence.

The Ideal Candidate:

• Dynamic and warm personality that truly enjoys connecting with a wide variety of people.

• Clear and professional communicator, both verbally and in written form.

• Collaborative team player that is also independently driven to take initiative and get things done.

• Strong organizational and analytical skills; process-orientated and attentive to details.

• Able to simultaneously manage multiple projects and tasks successfully and with minimal supervision.

• Self-motivated, competent, and confident in order to thrive in a complex and rapidly changing environment.

• Positive attitude and willingness to engage in a variety of business projects and initiatives.

• Strong computer skills and knowledge of Microsoft Office products.

• Professionally discreet in working with and distributing confidential and sensitive information.

Duties:

• Assist with collection, creation, and distribution of client investment plans.

• Compile and send client review meeting packets and referral meeting packets.

• Assist in meeting scheduling, reminders, gathering and inputting clients’ outside financial data as needed.

• Prepare, send, follow up, and process forms and other operational functions as requested by FA and/or clients.

• Provide service to clients via phone, email, and written correspondence including but not limited to incoming calls/emails, questions regarding statements, online enrollment assistance, general account activity, etc.

• Enter security order tickets after being approved by the FA.

• Provide marketing and event assistance as needed.

• Catalog and submit vendor invoices as requested.

• Take client meeting notes as requested by FA.

• Perform various administrative functions as needed.

• Other duties as assigned.

Qualifications:

• Bachelor’s degree in Finance, Business Administration, or a related field or equivalent experience is desired.

• Series 7 and 66 securities registered is preferred but not required.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. TrueJourney is a separate entity from WFAFN.

Job Type: Full-time

Pay: $40,000.00 - $60,000.00 per year

Benefits:

• 401(k) matching

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental Pay:

• Bonus opportunities

Work Location: In person

Salary : $40,000 - $60,000