Relationship Manager

Company Description PWG Financial specializes in wealth management, offering personalized financial strategies to help clients prepare for a successful financial future in today’s dynamic world. The organization operates under the leadership of Daniel J. Gikher, CPFA®, with securities and advisory services provided through LPL Financial, a registered investment advisor and Member SIPC. PWG Financial is committed to providing trustworthy, client-focused guidance rooted in financial expertise and regulatory compliance. The firm operates with a focus on creating tailored solutions, enabling clients to achieve financial confidence and long-term stability. Role Description This is a full-time, on-site Relationship Manager position located in West Palm Beach, FL. As a Relationship Manager, you will cultivate and maintain client relationships, providing exceptional service to assist clients in achieving their financial goals. Responsibilities include conducting client consultations, assessing financial needs, presenting tailored solutions, and monitoring portfolios. You will play a key role in fostering client trust while supporting the company’s overall business development activities and goals. Collaborative work with advisors and team members is central to this role. Qualifications Financial planning and wealth management knowledge, with a focus on client financial needs assessment and goal settingExperience in client relationship management, including mentoring and providing personalized adviceProficiency in portfolio analysis, investment strategies, and regulatory complianceStrong communication, presentation, and interpersonal skills to engage effectively with clients and colleaguesOrganizational and analytical skills to manage tasks, data, and deadlines efficientlyFamiliarity with financial software and tools is a plusBachelor's degree in business, finance, or a related field; relevant certifications such as CPFA® or CFP® preferred