Remote Wealth Relationship Manager | Independent Advisory

Ollis Wealth Management is seeking a Wealth Relationship Manager to own day-to-day client relationships for a designated group of households. You will work closely with the founder and wealth advisor, running client meetings, keeping plans on track, and ensuring families feel informed and cared for.

This is a fully remote position with meetings by video/phone. The role requires experience in wealth management, strong communication skills, and the ability to manage multiple households