Jobs in Monterey County, CA

About the role

The Relationship Manager supports financial advisors by managing operational and administrative tasks that allow advisors to focus on client relationship-building and financial planning. This role takes ownership of client onboarding, account maintenance, and coordination across teams to deliver an efficient, client-centric experience while ensuring seamless operational execution.

What you'll bring

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field required.
• Series 65 license required.
• Strong organizational, communication, and client relationship management skills.
• Ability to manage multiple priorities and execute tasks with accuracy and professionalism.
• Working toward Certified Financial Planner (CFP®) designation may be preferred.
• Previous experience in a client-facing role within the financial services industry is highly desirable, particularly in wealth management, private banking, or investment advisory.