About PWG Financial:
We are an independent wealth management firm helping individuals, families, and business owners navigate their financial lives with clarity and confidence. We provide personalized financial planning, investment management, and retirement plan consulting, building long-term relationships rooted in trust, communication, and service.
Led by Daniel J. Gikher, CPFA®, our team delivers exceptional client care in a collaborative, fast-paced, growth-oriented environment.
About the role:
We are looking for a full-time Relationship Manager to own the day-to-day relationship with a group of wealth management clients, ensuring every request, deliverable, and follow-up is handled accurately and on time.
This role requires someone who owns their work from start to finish, spots issues before they become problems, and comes to the table with solutions. You aren't comfortable leaving tasks or projects unfinished, and you take pride in seeing every item through to completion. You must be just as confident leading a client conversation as you are building a polished spreadsheet or rethinking how a workflow gets done.
We are looking for someone who wants a long-term career path with our firm, not simply their next job.
Responsibilities:
Manage ongoing client communication and deliverables, proactively deepening relationships and delivering a high-touch experience
Establish and manage each client's review schedule, preparing for and leading review meetings that translate client goals and concerns into actionable plans
Deliver post-meeting summaries and follow up on action items through completion
Build and maintain client files and planning deliverables such as cash flow projections, beneficiary reviews, and investment plans
Take ownership of client investment allocations, including monitoring portfolios, placing trades, and recommending allocations for new accounts
Research and respond to client inquiries related to structured product holdings
Coordinate with client attorneys and accountants to implement recommendations as needed
Partner with our operations and service teams on onboarding, transfers, and service requests,
tracking issues to resolution, and maintaining accurate CRM data
Provide backup support for client calls
Create advanced, sophisticated, presentation-ready spreadsheets and internal trackers, using AI as a resource when helpful, to bring complex ideas to life for clients and the team
Identify opportunities to improve and automate workflows, including through AI, and document new procedures for the team
Requirements:
Minimum
of 3 years in a similar client-facing role within financial services
Series 7 and Series 66, or the ability to obtain them within 6 months of hire
(
Life & Health licenses a plus)
Advanced Excel skills and experience with CRM and financial planning software (RightCapital and Wealthbox a plus)
Familiarity with structured products is a
significant advantage
Impeccable written and verbal communication skills, including explaining complex financial concepts clearly
Exceptional attention to detail, organization, and follow-through
Ability to prioritize effectively and thrive in a fast-paced environment with competing deadlines
Strong analytical and problem-solving skills with sound judgment
This role requires someone who is:
A proactive, independent self-starter who doesn't need every task delegated
Comfortable challenging the status quo and balancing big-picture thinking with hands-on execution
Personable, adaptable, and resilient, with a genuine interest in helping people
Humble, curious, and committed to lifelong learning