If you're the kind of person who genuinely enjoys getting to know clients, staying on top of every detail, and being the steady presence that makes an advisory team run smoothly, this might be exactly what you're looking for.
Who We Are
At The Financial Center, we provide comprehensive financial services with a focus on real relationships and long-term trust. We're a team-oriented, professional, and (yes) fun group of people who take our work seriously without taking ourselves too seriously. If you thrive in a collaborative environment and want to feel like your work actually matters to the people you serve, you'll fit right in here. We are a tight-knit group looking to bring in a new teammate.
What You'll Do
As our Relationship Manager, you're the connective tissue between our clients and our advisors. You'll own the relationship experience from the day-to-day to the big picture. Responsibilities include:
- Managing ongoing client relationships and serving as the primary point of contact for client needs, questions, and follow-ups
- Coordinating and executing client events and appreciation activities from logistics to follow-through
- Capturing and maintaining accurate client information in our CRM
- Supporting portfolio review preparation and meeting coordination with our Financial Advisors
- Collaborating across the team, including our FAs, CSA, and Sales Assistant, to deliver a seamless client experience
Requirements
What We're Looking For
- Proven experience in a relationship management, client service, or similar client-facing role in financial services
- Series 7 strongly preferred; SIE or Series 66 also valued
- Familiarity with CRM platforms and financial services tools (experience with Redtail or AssetMark is a plus)
- Detail-oriented with strong organizational and follow-through skills
- Excellent written and verbal communication; comfortable explaining financial concepts clearly to clients
- Professional, personable, and calm under pressure
- Experience planning and executing client events
- Background working in a small team or boutique advisory environment
- Someone who is easy to get along with
Benefits
What You Get
- Base salary: $70,000 - $85,000 depending on experience
- Bonus opportunities
- Health insurance stipend
- 401(k) with match
- Paid time off
- A team that actually enjoys working together
How to Apply
Submit your resume and a brief note about what draws you to this role. We review every application and will reach out to candidates who look like a strong fit.
Skills Required
- Proven experience in relationship management or client-facing role in financial services
- Familiarity with CRM platforms and financial services tools
- Experience with Redtail or AssetMark
- Series 7 (strongly preferred)
- SIE or Series 66 (valued)
- Detail-oriented with strong organizational and follow-through skills
- Excellent written and verbal communication; able to explain financial concepts to clients
- Experience planning and executing client events
- Professional, personable, and calm under pressure
- Background working in a small team or boutique advisory environment
What We Do
Bill Good Marketing is a technology and consulting firm that provides practice management, client acquisition, and retention solutions for financial advisors, including an AI-native CRM platform.
