Relationship Advisor

Rockstar is recruiting on behalf of a leading independent wealth management firm dedicated to delivering exceptional client service and long-term financial growth. The client is known for its high-touch, relationship-driven approach and commitment to helping clients achieve their financial goals through personalized planning and proactive engagement. Rockstar is supporting this client in their search for a Relationship Advisor to join their dynamic team.

Mission of the Role

The Relationship Advisor’s mission is to protect, grow, and deepen the firm’s existing client relationships through consistent communication, proactive service, and exceptional care. This role ensures that every client—particularly those in the Diamond, Platinum, Gold, and Bronze tiers—experiences the full firm standard throughout the year. The Relationship Advisor serves as the steady hand behind the client journey—executing the R.O.U.T.E. plan, maintaining retention and satis...