A growing wealth management firm is seeking a Relationship Manager & Servicing Advisor to serve as the primary contact for affluent households. This role focuses on delivering comprehensive financial planning without the need for business development. Ideal candidates will have CFP® certification and over 10 years of financial planning experience, along with direct client-facing experience. The company offers competitive compensation, full health benefits, and unlimited PTO.
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Remote Relationship Manager & Servicing Advisor in boston at Unknown Company
This position is listed as full time and onsite.