Senior Relationship Manager & Wealth Servicing (Remote)

Farther; Scottsdale (AZ); Hybrid; USD 80.000 - 100.000; Vollzeit

Benefits dieser Stelle

Competitive compensation package

Health benefits

401(k) matching

Unlimited PTO

Zusammenfassung

A leading wealth management firm is seeking a Relationship Manager & Servicing Advisor to manage client relationships and offer comprehensive financial planning services. The role involves being the primary contact for affluent households, delivering tailored financial strategies, and maintaining CRM records. Ideal candidates will possess CFP® certification, a decade of experience in financial planning, and proficiency with planning software. Join us for competitive compensation, health benefits, and professional growth opportunities.

Qualifikationen

• 10+ years of financial planning experience.
• Direct client-facing experience with relationship ownership.
• Proficiency in tax, estate, and equity compensation planning.

Aufgaben

• Serve as primary point of contact for 100-125 affluent households.
• Deliver comprehensive financial planning strategies.
• Prepare planning analyses and portfolio reviews.

Kenntnisse

Client relationship management

Financial planning expertise

Strong communication

Use of AI tools

Ausbildung

CFP® certification

Series 65 (or equivalent)

Tools

eMoney

RightCapital

Jobbeschreibung

A leading wealth management firm is seeking a Relationship Manager & Servicing Advisor to manage client relationships and offer comprehensive financial planning services. The role involves being the primary contact for affluent households, delivering tailored financial strategies, and maintaining CRM records. Ideal candidates will possess CFP® certification, a decade of experience in financial planning, and proficiency with planning software. Join us for competitive compensation, health benefits, and professional growth opportunities.