Senior Relationship Manager & Wealth Planner
Cardata
Cardata is seeking a Relationship Manager & Servicing Advisor in Telluride, Colorado. This role entails serving 100-125 affluent households, delivering comprehensive financial planning and managing client relationships without requiring prospecting. Ideal candidates should possess a CFP® certification, 10+ years of experience, and proficiency in financial planning tools like eMoney. The position offers flexibility in scheduling and a competitive compensation package, alongside full health benefits and unlimited PTO. #J-18808-Ljbffr Cardata
Vacancy posted 5 days ago
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