Senior Relationship & Wealth Planning Advisor

Farther; United States; On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation package

Full health benefits

401(k) matching & Roth IRA options

Unlimited PTO

Job summary

A growing wealth management company in the United States is seeking a Relationship Manager & Servicing Advisor to support affluent households. Responsibilities include delivering comprehensive financial planning, managing client relationships, and serving as the primary point of contact. Ideal candidates should hold a CFP® certification and possess over ten years of experience in financial planning. The position offers competitive compensation, full health benefits, and the opportunity to work with cutting-edge technology in a collaborative team environment.

Qualifications

• 10+ years of direct financial planning experience.
• Experience in managing client relationships independently.
• Strong knowledge in tax, estate, and equity compensation planning.

Responsibilities

• Serve as primary point of contact for affluent households.
• Deliver comprehensive financial planning services.
• Own the complete client meeting cycle effectively.

Skills

CFP® certification

Financial planning experience

Client relationship management

Planning knowledge across retirement

Proficiency with eMoney and RightCapital

Following through on commitments

Effective communication skills

Use of AI tools in financial planning

Tools

eMoney

RightCapital

Job description

A growing wealth management company in the United States is seeking a Relationship Manager & Servicing Advisor to support affluent households. Responsibilities include delivering comprehensive financial planning, managing client relationships, and serving as the primary point of contact. Ideal candidates should hold a CFP® certification and possess over ten years of experience in financial planning. The position offers competitive compensation, full health benefits, and the opportunity to work with cutting-edge technology in a collaborative team environment.