Senior Relationship Manager & Wealth Planner
Cardata
Cardata is seeking a Relationship Manager & Servicing Advisor to service 100-125 affluent households in Boston. This role requires 10+ years of financial planning experience and CFP® certification. You will deliver comprehensive financial planning across various strategies, maintaining client relationships without the need for business development. Benefits include a competitive compensation package, full health insurance, 401(k) matching, unlimited PTO, and the opportunity to influence the future of wealth management. #J-18808-Ljbffr Cardata
Vacancy posted 5 days ago
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