Senior Relationship Manager & Wealth Planner

Cardata; Boston (MA); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation package

Full health benefits

401(k) matching

Unlimited PTO

Job summary

Cardata is seeking a Relationship Manager & Servicing Advisor to service 100-125 affluent households in Boston. This role requires 10+ years of financial planning experience and CFP® certification. You will deliver comprehensive financial planning across various strategies, maintaining client relationships without the need for business development. Benefits include a competitive compensation package, full health insurance, 401(k) matching, unlimited PTO, and the opportunity to influence the future of wealth management.

Qualifications

• 10+ years of financial planning experience with CFP® certification.
• Direct client-facing experience with ownership of client relationships.
• Strong knowledge in retirement, tax, estate, and equity compensation planning.

Responsibilities

• Primary point of contact for 100-125 affluent households.
• Deliver comprehensive financial planning strategies.
• Own the full client meeting cycle including prep and follow-up.

Skills

CFP® certification

Client-facing experience

Financial planning knowledge

Proficiency with eMoney/RightCapital

Active AI tool user

Exceptional follow-through

Clear communicator

Tools

eMoney

RightCapital

Job description

Cardata is seeking a Relationship Manager & Servicing Advisor to service 100-125 affluent households in Boston. This role requires 10+ years of financial planning experience and CFP® certification. You will deliver comprehensive financial planning across various strategies, maintaining client relationships without the need for business development. Benefits include a competitive compensation package, full health insurance, 401(k) matching, unlimited PTO, and the opportunity to influence the future of wealth management.