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Overview
Allworth Financial is seeking a on-site Relationship Manager to join our team serving clients in the San Jose and Walnut Creek areas. This role focuses on building and maintaining strong client relationships, understanding financial planning needs, and coordinating with internal teams to deliver exceptional service.
Responsibilities
- Develop and nurture relationships with high-potential clients.
- Identify opportunities to expand services and meet client needs.
- Coordinate with internal teams to deliver financial planning solutions.
- Prepare proposals and present solutions to clients.
- Achieve agreed-upon sales and client satisfaction targets.
Qualifications
- 2+ years of client relationship management or sales experience; financial services preferred.
- Strong communication, interpersonal, and problem-solving skills.
- Ability to work on-site in the San Jose/Walnut Creek region.
- Proven ability to manage multiple client relationships and meet targets.
About Allworth Financial
Allworth Financial is a leading independent financial planning firm committed to helping clients achieve their financial goals with personalized service and expertise.
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