Client Relationship Manager

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 .