Remote Relationship Manager & Servicing Advisor
Farther
Boston, MA
- Remote job
A growing wealth management firm is seeking a Relationship Manager & Servicing Advisor to serve as the primary contact for affluent households. This role focuses on delivering comprehensive financial planning without the need for business development. Ideal candidates will have CFP® certification and over 10 years of financial planning experience, along with direct client-facing experience. The company offers competitive compensation, full health benefits, and unlimited PTO. #J-18808-Ljbffr Farther
Vacancy posted 2 days ago
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