A financial advisory firm in Washington, D.C. is seeking a Financial Advisor Relationship Manager (FARM) to lead client relationships. The FARM will prepare financial plans, conduct client meetings, and ensure excellent service, supported by a strong team. They seek candidates with over 8 years of experience, CFP® designation, and excellent communication skills. Benefits include a discretionary bonus, health coverage, and a supportive work culture.
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Strategic Financial Advisor - Client Relationships in washington at Unknown Company
This position is listed as full time and onsite.