Relationship Manager
Relationship Manager
Location: Anchorage, AK
Location: Anchorage, AK
Compensation: $48–$52k DOE
Our Client
Our client is an independent wealth advisory firm based in Anchorage, dedicated to helping clients manage wealth, plan for retirement, and preserve their assets. As an independent firm, their loyalty belongs exclusively to their clients — not a parent company. They pride themselves on building long-term, meaningful relationships through consistent advice and clear, easy-to-understand financial planning and asset management guidance.
Our client is an independent wealth advisory firm based in Anchorage, dedicated to helping clients manage wealth, plan for retirement, and preserve their assets. As an independent firm, their loyalty belongs exclusively to their clients — not a parent company. They pride themselves on building long-term, meaningful relationships through consistent advice and clear, easy-to-understand financial planning and asset management guidance.
What You'll Do
As the Relationship Manager — our client's "Director of First Impressions" — you'll be the first friendly face clients see and the first voice they hear on the phone. Responsibilities include:
As the Relationship Manager — our client's "Director of First Impressions" — you'll be the first friendly face clients see and the first voice they hear on the phone. Responsibilities include:
- Checking, sorting, responding to, and sending emails
- Scheduling appointments
- Answering and directing phone calls
- Keeping the office clean, neat, and orderly
- Assisting with preparing forms and stocking office supplies
- Supporting other office tasks as needed
This is a great entry point into the financial planning industry, with genuine room for growth — most current employees have worked their way up within the company, and the firm actively encourages and supports continuing education.
Qualifications
- Strong communication skills and great attention to detail
- Friendly, professional demeanor and the ability to make a great first impression
- Trustworthy and dependable
- Able to learn, adapt, and work well as part of a team
- Little to no experience required — any relevant experience is a plus
Additional Details
- Schedule: Approximately 40 hours/week, Monday–Friday, 8:30am–4:30pm
- Location: Anchorage, conveniently located near the University District
- Closed on stock market holidays
Benefits Overview
- After one year: 401(k) with profit share
- QSEHRA for medical: up to $6,450/year for single coverage, up to $13,800/year for family coverage
- After 90 days: one Friday off per month
- Paid holidays
- Weekly office-covered lunch every Wednesday
- Additional incentives and paid time off
To apply, please submit your resume through PeopleAK.
peopleak.com/jobs | info@PeopleAK.com
peopleak.com/jobs | info@PeopleAK.com
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