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Senior Client Relationship Manager (Wealth Management) NO RECRUITERS
Momentum Capitol Wealth Advisors —Reston, VA
Developing *tailored investment strategies* aligned with each client’s unique goals. *5+ years* of client service experience, preferably within the financial…
$70,000 - $95,000 a year
Quick Apply
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Senior Client Relationship Manager (Wealth Management) NO RECRUITERS

Momentum Capitol Wealth Advisors
Reston, VA

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Job Details

Full-time
$70,000 - $95,000 a year

Benefits

Paid training
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Life insurance
Retirement plan

Qualifications

Customer communication
Series 6
Financial services customer support
Customer relationship building
Employee relationship building
Managing clients in a customer support role
Series 7
Securities Industry Essentials
Financial services
Productivity software
Experience practicing in the securities industry
Series 63

Full Job Description

Position Overview – Please Do Not Apply If You Do Not Currently Hold Some or All of Your Series Licenses! No Recruiters Should Contact Us.

We are seeking an experienced and highly motivated Client Relationship Manager to join our team. This role is integral to delivering an exceptional client experience by supporting financial advisors, managing client relationships, and ensuring smooth operational and administrative processes. The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced, client-focused environment.

Key Responsibilities

Client Service & Relationship Support
Assist financial advisors in delivering superior client service by handling inquiries and requests related to account administration and money movement
Serve as a primary point of contact for clients, ensuring timely, accurate, and professional communication
Educate and guide clients on account services and digital/online capabilities
Account Administration & Compliance
Oversee the opening of new accounts and ongoing maintenance of existing client accounts
Maintain and update CRM systems and client records in accordance with regulatory requirements and firm policies
Ensure all administrative and compliance processes are completed accurately and efficiently
Advisor & Meeting Support
Prepare financial plans, reports, and presentation materials for client meetings
Support advisors with meeting logistics, follow-up actions, and documentation
Operational & Team Support
Assist with day-to-day branch operations and provide coverage for team members as needed
Adapt to periods of increased client demand while maintaining high service standards
Professional Conduct
Exercise discretion and sound judgment when handling sensitive and confidential information
Maintain high standards of written and verbal communication with clients and team members

Qualifications & Requirements

FINRA licensing:
Currently holds or is working toward Securities Industry Essentials (SIE), Series 7, and/or Series 66 (Series 63 and 65 accepted in lieu of 66)
5+ years of client service experience, preferably within the financial services industry
Bachelor’s degree or equivalent experience preferred
Strong interpersonal and relationship-building skills
Excellent written and verbal communication abilities
Analytical, detail-oriented, and highly organized
Team-oriented with a collaborative mindset
Proficiency in Microsoft Office Suite

About Us

We are an independent financial advisory firm committed to delivering comprehensive, client-centered financial guidance. By leveraging our collective experience and expertise, we provide thoughtful strategies designed to help clients achieve long-term financial success.

Our approach focuses on:

Developing tailored investment strategies aligned with each client’s unique goals
Evaluating opportunities from a global perspective, incorporating both macro- and microeconomic factors
Managing risk appropriately while seeking sustainable, long-term outcomes

We serve a diverse client base and hold ourselves to the highest standards of service, integrity, and care.

11800 Sunrise Valley Dr, Suite 1425, Reston, VA 20191

571.622.3700

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Momentum Capitol Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

Pay: $70,000.00 - $95,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Paid training
Retirement plan
Vision insurance

Work Location: In person

Quick Apply

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