CFP-Driven Financial Planning Relationship Manager
Thrive Wealth Management, LLC
Thrive Wealth Management, LLC is a boutique independent financial planning firm near Philadelphia, PA. We are seeking a full-time Relationship Manager to support advisors and clients, handle complex planning, and participate in client meetings. CFP designation is a must; not a remote position. The role emphasizes hands-on planning, collaboration with a team, and growth opportunities within our Life Planning™ approach. #J-18808-Ljbffr Thrive Wealth Management, LLC
Vacancy posted 2 days ago
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