Full-time or Part-Time Relationship Manager (with Admin Duties)
Are you currently working in financial services as a relationship manager or administrative professional? Do you have 5+ years of industry experience but crave more flexibility and a better work-life balance?
We're a local financial planning firm looking for a client-centric Relationship Manager to join our team in a full or part-time role, Monday through Friday, with part-time approximately 9 a.m. to 2 p.m.
This is NOT a sales role but a support role, so there are no sales goals, and bonuses are based on firm-wide production.
What we're looking for:
- At least 5 years of experience in the financial services industry
- Strong attention to detail and excellent communication skills
- A background in client relationship management or elevated administrative roles
- Someone who thrives in a fast-paced, professional environment and values meaningful client connections
- No licensing is required, but we prefer a Series 66 license and a Florida 2-15 insurance license.
- Ideally, a CFP candidate or someone interested in financial planning.
What we offer:
- Top-tier pay for top-tier talent
- A flexible schedule that still gives you your afternoons back
- A supportive, mission-driven team with advancement opportunities
- Select benefits and performance bonuses based on the team's success
- Office locations in Jupiter and Stuart, Florida, with work-from-home options
- Paid vacations and paid time off for select federal holidays
This is a great opportunity for someone ready to transition from full-time to flexible work while still making an impact.
If you fit the qualifications and are interested, please email your resume to .