Senior Relationship Manager & Wealth Planner

Cardata; Telluride (CO); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Competitive compensation package

Full health benefits

401(k) matching & Roth IRA options

Unlimited PTO

Job summary

Cardata is seeking a Relationship Manager & Servicing Advisor in Telluride, Colorado. This role entails serving 100-125 affluent households, delivering comprehensive financial planning and managing client relationships without requiring prospecting. Ideal candidates should possess a CFP® certification, 10+ years of experience, and proficiency in financial planning tools like eMoney. The position offers flexibility in scheduling and a competitive compensation package, alongside full health benefits and unlimited PTO.

Qualifications

• 10+ years of financial planning experience.
• Experience owning client relationships.
• Strong knowledge in retirement, tax, and estate planning.

Responsibilities

• Serve as primary point of contact for 100–125 affluent households.
• Deliver comprehensive financial planning across various strategies.
• Own the full client meeting cycle with meticulous follow-up.

Skills

CFP® certification

Direct client-facing experience

Strong planning knowledge

Proficiency with eMoney and/or RightCapital

Active AI tool user

Clear communicator

Tools

eMoney

RightCapital

Job description

Cardata is seeking a Relationship Manager & Servicing Advisor in Telluride, Colorado. This role entails serving 100-125 affluent households, delivering comprehensive financial planning and managing client relationships without requiring prospecting. Ideal candidates should possess a CFP® certification, 10+ years of experience, and proficiency in financial planning tools like eMoney. The position offers flexibility in scheduling and a competitive compensation package, alongside full health benefits and unlimited PTO.