Client Relationship Manager – Join a Top Financial Planning Team!
Are you a financial services unicorn who excels in both client relationships and technical paraplanning? Do you want to be part of a nationally recognized team that values your contributions, promotes work-life balance, and empowers you to succeed?
If you’re the one in a million who thrives in a collaborative, fast-paced, and detail-oriented environment, we want to meet you!
About Selph Financial Group (SFG)
At Selph Financial Group, we are committed to Delivering Massive Value to our clients while doing meaningful work we love, with a team we genuinely enjoy. We prioritize work-life balance, respect, and a team-driven culture where every role is equally vital to our firm’s continued growth and success.
With our firm experiencing significant growth, we are searching for a rock star to join us and make an immediate impact.
The Role:
In this role, you will serve as a key bridge between clients and the senior advisor, providing essential technical and planning support. You will work closely with our Senior Advisor and Firm President, ensuring proactive, high-value client service while assisting in business development and firm growth opportunities. When not helping clients, your time will be spent supporting the Senior Advisor by completing an assortment of task and responsibilities that require attention to detail and an ability to find to solutions to potentially challenging assignments.
What You Bring:
✅ You’re not afraid to pick up the phone to provide clarity to clients when an email just won’t cut it.
✅ You get excited by numbers, spreadsheets, and financial statements—embracing your inner finance nerd.
✅ You embrace technology and leverage it to improve efficiency.
✅ You love solving problems but also know when to ask for guidance.
✅ When you commit to something, you get it done—no exceptions.
✅ You show up on time, every time and value reliability.
✅ You constantly seek to be better, faster, and smarter in your work.
✅ You believe that work should be fun—you enjoy laughing, collaborating, and thriving in a positive environment.
✅ Your attention to detail is borderline obsessive (and we love it!).
✅ Bonus points if you have years of experience in financial services!
Important Notes:
📍 This is a local, in-office position (5 days a week) in Tifton, GA.
📅 We are looking for a long-term team member (10+ years), so the interview process will be thorough, including multiple in-person meetings. You’ll need time to ensure you like us too!
Who This Role is NOT For:
❌ If you prefer working late nights or weekends—this isn’t the job for you.
❌ If you enjoy office drama, we won’t be a good fit.
❌ If you need constant supervision, we are looking for self-starters who take ownership of their work.
❌ If you spend your day “playing office” or getting lost in social media, this isn’t the right environment.
❌ We keep our workplace free of political and religious debates—our focus is on financial planning and client service.
Compensation & Benefits
💰 Salary: based on experience
💵 Supplemental Pay:
•Quarterly bonuses
•Yearly bonuses
🎯 Benefits:
• Retirement Plan matching
• Flexibility
• Employee discounts
• Paid time off
• Professional development assistance
How to Apply
If this job description not only sounds like you but gets you excited, apply by submitting your application and resume below. **Be sure to type a one-paragraph answer as to why you are the best candidate**
We can’t wait to hear from you!