Senior Relationship Manager & Wealth Servicing (Remote)

A leading wealth management firm is seeking a Relationship Manager & Servicing Advisor to manage client relationships and offer comprehensive financial planning services. The role involves being the primary contact for affluent households, delivering tailored financial strategies, and maintaining CRM records. Ideal candidates will possess CFP® certification, a decade of experience in financial planning, and proficiency with planning software. Join us for competitive compensation, health benefits, and professional growth opportunities. #J-18808-Ljbffr