Associate Relationship Manager

Job Title: Associate Relationship Manager

Location: Pasadena, California

Position Overview

We are a prestigious independent financial advisory firm serving high‑net‑worth individuals and families with customized wealth management strategies. We are seeking an Associate Relationship Manager to support senior advisors, strengthen client relationships, and contribute to wealth planning and analysis, with the opportunity to perform these responsibilities independently as experience grows.

This role is ideal for a client‑focused professional who is eager to develop deep expertise in wealth management and play a meaningful role in delivering exceptional client service.

Key Responsibilities

• Deliver white‑glove service to clients and prospects in alignment with our “Clients First” philosophy.
• Maintain and strengthen client relationships through consistent, proactive communication and exceptional service.
• Support financial planning and analysis efforts, progressing toward independently performing these tasks as experience and proficiency develop.
• Educate clients and prospects on financial strategies, gather information on existing investments, and assist in developing comprehensive wealth plans.
• Engage in daily client interaction while proactively managing your schedule to balance workload and client needs.
• Assist with prospecting and business development initiatives.
• Participate in marketing, networking, and client appreciation events to support client acquisition and retention.
• Learn and utilize a variety of software tools essential to delivering high‑quality advisory support.

Qualifications

• Minimum of 3 years of experience in banking or financial services; wealth management experience preferred.
• Active FINRA Series 7 and Series 66 (or 63 and 65) licenses required.
• Excellent communication, interpersonal, and presentation skills with a strong client‑service orientation.
• Conversational proficiency in Cantonese or Mandarin preferred.

Why Join Us?

This is an exciting opportunity to play a meaningful role in a respected and growing financial advisory firm. If you are proactive, organized, and passionate about client service and wealth management, we encourage you to apply.

At TSG Wealth Management, we place clients at the center of everything we do. We value diversity, equity, and inclusion, and strive to create a workplace where every team member feels respected, supported, and inspired.

What Makes Our Team Unique

• Mentorship & Training: Work closely with senior advisors, benefit from firm‑wide training programs, and learn directly from seasoned relationship managers.
• Fast‑Paced & Entrepreneurial Environment: We welcome new ideas and encourage associates to contribute to improving processes and operating models.
• Culture of Accountability: We value integrity, reliability, and the trust our clients place in us.
• Open, Collaborative Team: We foster open discussions, shared problem‑solving, and a supportive environment where every voice is heard.
• Growth Potential: Clear opportunities for personal and career advancement as you develop your skills and experience.

Benefits Include:

• Top‑tier compensation
• Health insurance
• 401(k) match
• Supportive, goal‑oriented team culture
• Opportunities for professional development and advancement
• Community engagement and volunteer initiatives
• Fun, inclusive work environment

Salary Range:

·       $80k - $150k

Additional Requirements

• Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance.
• For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required
• Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. TSG Wealth Management is a separate entity from WFAFN.