Liberty Wealth Advisors® is a remote RIA with employees in 10 states and clients distributed nationally. We take pride in our energizing, dynamic work environment and our dedication to serving our clients and each other. We’re rapidly growing in response to the increasing demand for our financial services and investment strategies, and we are looking for new members to join our team. If you’re passionate about helping clients achieve their long-term financial goals and love working in a team-based environment with exciting opportunities for personal growth and career advancement, you may be a great fit to join the Liberty Wealth Advisors® team!
Liberty Wealth Advisors® is seeking an experienced Client Relationship Manager to join our growing team. The Client Relationship Manager plays an integral role in developing strong relationships with clients and prospects, while proactively supporting our team of Financial Advisors to help clients achieve their long-term financial goals. Liberty Wealth Advisors® currently has relationships with over 700 clients and $1.75 billion* of assets under management.