CFP Relationship Manager — Wealth Planning Concierge
$131k - $154kBroughton Group
Broughton Group is hiring a Relationship Manager to enhance customer engagement in financial planning. The role involves guiding customers through financial processes, maintaining accurate documentation, and ensuring compliance. Ideal candidates have experience in financial services and CFP certification. Based in Chicago, this role expects in-person attendance multiple days a week. Competitive salary range for this position is $131,000 – $154,000, depending on experience and qualifications. #J-18808-Ljbffr Broughton Group
Vacancy posted 2 days ago
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