Certified Financial Planner

Location: Remote

Compensation: To Be Discussed

Reviewed: Tue, Apr 07, 2026

This job expires in: 24 days

Job Category: Account Management

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Experienced

Job Summary

A company is looking for a Relationship Manager & Servicing Advisor.

Key Responsibilities

Serve as primary point of contact for 100-125 affluent households, handling service requests and account updates
Deliver comprehensive financial planning across various strategies including retirement and tax
Manage the full client meeting cycle including preparation, attendance, and follow-up

Required Qualifications

CFP certification with 10+ years of financial planning experience
Direct client-facing experience with owned relationships
Strong knowledge in retirement, tax, estate, and equity compensation planning
Proficiency with eMoney and/or RightCapital
Active user of AI tools in financial planning

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