Ollis Wealth Managementis an independent wealth management firm headquartered on St. Francis Street in downtown Mobile, Alabama. For over 30 years, our founder has helped individuals, families, and business owners across the Gulf Coast plan for retirement, protect their legacies, and invest with discipline. Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match. We aren’t tied to proprietary products, so every recommendation starts with the client’s goals. Our work spans four connected areas: retirement planning, estate planning, investment management, and tax strategies. We manage them together, because in real life they never operate in isolation. We coordinate closely with each client’s CPA and attorney, explain our fees in plain language, and pick up the phone when clients call. Our values are simple. Listen first, recommend second. Use plain language. Keep fees transparent. Choose long-term discipline over short-term noise.
About the Role:
We’re looking for a Wealth Relationship Manager to become the day-to-day point of contact for a group of our client households. You’ll work directly alongside our founder and wealth advisor, running client meetings, keeping plans on track, and making sure every family we serve feels known, informed, and well taken care of. This is a fully remote position. Most client meetings happen by video and phone, so you’ll need to build real trust through a screen. That means being warm, organized, and able to explain complex financial topics in a way that makes sense to a retired schoolteacher and a business owner alike. This role suits someone who has outgrown a support seat and wants real ownership of client relationships, without the sales quotas and product pressure of a large firm.
What You’ll Do:
Serve as the primary day-to-day contact for an assigned book of client households
Lead or co-lead annual and semi-annual review meetings by video, phone, and occasionally in person
Prepare meeting agendas, review materials, and follow-up summaries with clear next steps
Proactively reach out to clients around life events, market volatility, tax deadlines, and RMDs
Build lasting relationships with multi-generational families, including adult children and beneficiaries Planning & Advice Support Gather and update client data, goals, and financial information for planning
Help build and update retirement income plans, including Social Security timing and withdrawal sequencing
Track estate planning items, such as beneficiary designations, account titling, and document reviews, and coordinate with clients’ estate attorneys
Partner with clients’ CPAs on tax-aware strategies like Roth conversions, tax-loss harvesting, and charitable giving
Monitor portfolios against client goals and risk tolerance, and flag rebalancing or allocation questions to the lead advisor Onboarding & Service Guide new clients through onboarding, from account opening and asset transfers to paperwork and the first planning meeting
Handle service requests from start to finish, including distributions, contributions, beneficiary updates, and address changes
Keep client records, notes, and tasks accurate and up to date in our CRM
Follow compliance and recordkeeping procedures in every client interaction GrowthHelp bring on new client households through referrals from existing clients, CPAs, and attorneys
Support client events, educational webinars, and our Quarterly Letter
Spot opportunities to deepen existing relationships through additional planning services
What We’re Looking For:
4+ years of experience in wealth management, financial planning, or private client services, with direct client-facing responsibilities
Series 65 or Series 66 license, or the ability to obtain one within 90 days of hire
A solid working knowledge of retirement planning, investment concepts, tax-aware planning, and estate planning basics
Excellent written and verbal communication skills, with a talent for making complex ideas simple
Experience running client meetings over video with confidence and polish
Strong organization and follow-through, and the ability to manage many households and deadlines at once while working independently
Comfort with financial planning software (eMoney, RightCapital, MoneyGuidePro, or similar) and CRM platforms (Redtail, Wealthbox, Salesforce, or similar)
A bachelor’s degree in finance, economics, business, or a related field, or equivalent experience PreferredCFP® certification, or progress toward it
Experience at an independent RIA or a hybrid RIA/broker-dealer firm
Experience with retirees, pre-retirees, and business owners, including 401(k) plan sponsors
Familiarity with major custodian platforms and account paperwork
A genuine interest in long-term growth, with a path toward a lead advisor role Compensation
Base salary:
$100,000 to $130,000 per year, depending on experience, licenses, and credentials
Discretionary annual bonus and profit-sharing Ollis Wealth Management LLCand its affiliates’ compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience, and qualification for the role. Ollis Wealth Management LLCtotal rewards package recognizes your contributions with more than just a paycheck. From long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.
Benefits:
Health, dental, and vision insurance
401(k) retirement plan with employer match
Paid time off and paid holidays
Life and disability insurance
Licensing and continuing education support, including CFP® coursework and exam fees
A fully remote schedule with flexible hours
A clear career path in a growing, independent firm Work Environment 100% remote, open to candidates anywhere in the United States
Standard business hours, primarily Central Time, with flexibility
Occasional travel to Mobile, AL, a few times a year, for team planning and select client events Why Ollis Wealth Management At a large firm, you’re often one of hundreds of advisors chasing product targets. Here, you’ll work directly with the founder, have a real voice in how we serve clients, and spend your time on the work that matters: understanding people’s goals and helping them reach them. We’re independent, we keep things personal, and we play the long game, with our clients and with our team. We Value Diverse Experiences We value diverse experiences and transferable skill sets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply. Ollis Wealth Management LLCis an equal opportunity employer. xsgimln We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law. Remote working/work at home options are available for this role.
