CFP Relationship Manager
Virtual Vocations Inc, New York, NY, United States
A company is looking for a Relationship Manager & Servicing Advisor.
Key Responsibilities
Serve as the primary point of contact for 100-125 affluent households regarding service requests and account updates Deliver comprehensive financial planning across various strategies including retirement, tax, and estate planning Manage the full client meeting cycle including preparation, attendance, notes, and follow-up
Required Qualifications
CFP certification with 10+ years of financial planning experience Direct client-facing experience with owned relationships Strong knowledge in retirement, tax, estate, and equity compensation planning Proficiency with eMoney and/or RightCapital Active user of AI tools in financial planning
Serve as the primary point of contact for 100-125 affluent households regarding service requests and account updates Deliver comprehensive financial planning across various strategies including retirement, tax, and estate planning Manage the full client meeting cycle including preparation, attendance, notes, and follow-up
Required Qualifications
CFP certification with 10+ years of financial planning experience Direct client-facing experience with owned relationships Strong knowledge in retirement, tax, estate, and equity compensation planning Proficiency with eMoney and/or RightCapital Active user of AI tools in financial planning