Wealth Management Associate / Relationship Manager

Wealth Management Associate / Relationship Manager

Brentwood, NY | ONSITE | $85K - $110K Base + Bonus + Benefits

We’ve partnered with a growing, planning-focused wealth management firm seeking a polished and detail-oriented Wealth Management Associate / Relationship Manager to support high-net-worth and multi-generational client relationships.

This is a high-touch, client-facing role ideal for someone coming from an RIA, Private Wealth, or Wealth Management environment who understands the importance of proactive communication, follow-through, organization, and white-glove client service.

Responsibilities

• Support advisors and maintain ongoing client relationships
• Handle account servicing, onboarding, money movement, ACATs, and operational requests
• Prepare for client meetings and assist with financial planning workflows
• Maintain detailed CRM documentation and follow-up processes
• Coordinate with custodians, advisors, attorneys, and internal teams

Qualifications

• 2+ years within Wealth Management, Private Wealth, RIA, or Financial Planning environments
• Active Series 7 + 66 (or 65 preferred) REQUIRED
• Experience supporting high-net-worth clients
• Strong understanding of a planning-focused / relationship-driven wealth model
• Experience with CRM systems, financial planning tools, and operational workflows
• Strong communication, organization, and client service skills

Preferred Backgrounds

Client Service Associate (CSA) | Wealth Management Associate | Registered Client Associate | Financial Planning Associate | Associate Advisor | Relationship Manager

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at ***email_hidden***

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