Full-Time
Relationship Manager
Apollon Wealth Management
11-50 employees
Institutional-grade wealth management for private clients
No salary listed
Columbus, OH, USA
In Person
 Finance & Banking (1) |
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- At least 3 years of recent industry experience.
- Knowledge of custodial platforms.
- Excellent interpersonal and communication skills.
- Strong organizational and multitasking abilities.
- Proficiency in financial software and tools.
- Dedication to maintaining client confidentiality and trust.
- Attend client meetings and support advisors by gathering necessary information and facilitating smooth interactions.
- Create follow-up tasks based on client meetings and inquiries and ensure their prompt completion by the Relationship Manager or back-office team.
- Collaborate with advisors to execute trading orders and manage client investment portfolios.
- Track and report the status of outstanding tasks, providing advisors with current information about progress and outstanding client requests.
- Manage client accounts from initial opening through ongoing servicing, including document gathering, account setup, and comprehensive client support.
- Ensure all activities and processes conform to regulatory requirements and internal compliance standards.
- Collaborate with advisors, back-office staff, and other team members to provide a seamless client experience.
- Familiarity with Salesforce.
- Industry licensing is preferred but not required.
Cascade Apollon Wealth Management helps individuals and families manage and grow wealth through integrated, customized financial advice. The firm combines institutional access and thinking with private client service to offer comprehensive planning, investment management, and coordination with other wealth professionals. Its process centers on creating a tailored financial roadmap that aligns goals, objectives, and concerns, and it can work alongside a client’s existing advisers to implement a cohesive strategy. The approach is to simplify decisions in a complex financial world by offering stewardship, guidance, and discipline to navigate market opinions and distractions. Cascade Apollon differentiates itself by bridging the gap between institutional and retail investing, aiming for preferential results that are hard to obtain elsewhere. The goal is to help clients plan wisely, invest confidently, and enjoy life by delivering clear, realistic, and tangible financial outcomes.
Company Size
11-50
Company Stage
N/A
Total Funding
N/A
Headquarters
Denver, Colorado
Founded
1994
Get referred to Apollon Wealth Management
See people who can refer or advise you
Simplify's Take
What believers are saying
- Apollon reported $11.56 billion in client assets as of December 31, 2025.
- December 2025 Motley Fool Wealth adds eight advisors and expands estate-planning capabilities.
- May 2026 Senglaub Financial Group brought roughly $650 million and strengthened Apollon's Midwest footprint.
What critics are saying
- United Capital sued Apollon in Delaware on December 3, 2025; motion to dismiss failed June 16, 2026.
- The Motley Fool acquisition closes in 2026, creating integration risk across $1.5 billion.
- Merchant minority ownership and proprietary recommendations create conflict scrutiny under SEC examinations.
What makes Apollon Wealth Management unique
- Apollon combines planning-first wealth management with institutional access for private clients.
- March 2025 C.J. Lawrence added New York reach and 160 years of expertise.
- Apollon remains Merchant-backed, giving capital and acquisition support across a fragmented RIA market.
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Benefits
Remote Work Options
Hybrid Work Options
Flexible Work Hours
Professional Development Budget
Company News
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Apollon Wealth Management (“Apollon”), a leading Charleston-based financial advisory firm under Apollon Holdings, has expanded into New York City with
Apollon Wealth Management LLC bought a new position in Celanese Co. (NYSE:CE – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 1,516 shares of the basic materials company’s stock, valued at approximately $236,000. Other institutional investors have also recently […]