Remote Associate Advisor & Client Relations Lead

A leading financial services firm is seeking a Permanently Remote Associate Advisor / Relationship Manager to support financial advisors in managing their books of business. This role involves preparing financial plans, maintaining client relationships, and ensuring efficient operations. Ideal candidates should have a Bachelor's degree and CFP designation with experience in financial advising or planning. A commitment to diversity and inclusion in the workplace is emphasized, along with a full benefits package including competitive salary, insurance, and growth opportunities. #J-18808-Ljbffr