CFP Relationship Manager

Job Summary

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

Key Responsibilities

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