Remote Relationship Manager & Servicing Advisor | Planning

Farther; Telluride (CO); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation package

Full health benefits

401(k) matching

Unlimited PTO

Job summary

A rapidly growing wealth management firm in Telluride, CO, is seeking an experienced Relationship Manager & Servicing Advisor to support affluent households. The role emphasizes building strong client relationships without any need for business development. Candidates must have at least 10 years of financial planning experience, active CFP® certification, and proven skills in managing client relationships. The position offers a flexible schedule, competitive compensation, and a collaborative team environment.

Qualifications

• 10+ years of financial planning experience and CFP® certification are required.
• Strong direct client-facing experience, owning relationships instead of just supporting.
• Exceptional communication and trust-building skills.

Responsibilities

• Serve as primary contact for 100–125 affluent households.
• Deliver comprehensive financial planning.
• Own the full client meeting cycle.

Skills

Financial planning experience

Client relationship management

Strong planning knowledge

Proficiency with eMoney or RightCapital

Use of AI tools

Education

CFP® certification

Tools

eMoney

RightCapital

Job description

A rapidly growing wealth management firm in Telluride, CO, is seeking an experienced Relationship Manager & Servicing Advisor to support affluent households. The role emphasizes building strong client relationships without any need for business development. Candidates must have at least 10 years of financial planning experience, active CFP® certification, and proven skills in managing client relationships. The position offers a flexible schedule, competitive compensation, and a collaborative team environment.