Location
San Carlos, CA, United States
Posted
June 10, 2026
Job Description
Description
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.
Relationship Manager | Wealth Management | San Carlos| Hybrid; 2 Days onsite
Join a boutique wealth management firm known for personalized advice and long-term relationships with high-net-worth families. You’ll be part of a collaborative, client-first team that combines high-touch service with sophisticated investment expertise.
The firm offers a flexible hybrid schedule and supports ongoing education and credential growth.
Responsibilities
+ Serve as a key contact for clients, anticipating needs and delivering thoughtful service
+ Lead and refine the onboarding process for new clients
+ Support financial planning and meeting preparation
+ Open and service accounts across custodial platforms
+ Coordinate with custodians, CPAs, and attorneys
+ Manage cashiering, client records, a...
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.
Relationship Manager | Wealth Management | San Carlos| Hybrid; 2 Days onsite
Join a boutique wealth management firm known for personalized advice and long-term relationships with high-net-worth families. You’ll be part of a collaborative, client-first team that combines high-touch service with sophisticated investment expertise.
The firm offers a flexible hybrid schedule and supports ongoing education and credential growth.
Responsibilities
+ Serve as a key contact for clients, anticipating needs and delivering thoughtful service
+ Lead and refine the onboarding process for new clients
+ Support financial planning and meeting preparation
+ Open and service accounts across custodial platforms
+ Coordinate with custodians, CPAs, and attorneys
+ Manage cashiering, client records, a...