Senior Relationship & AI-Driven Financial Planner

Fartherfinance in Boston is seeking a Relationship Manager & Servicing Advisor to manage 100–125 affluent households. The ideal candidate has a CFP® certification and over 10 years of financial planning experience. This role focuses on delivering personalized financial planning without business development responsibilities. You will serve as a primary contact for clients, handle service requests, and ensure a top-notch planning experience. If you're passionate about using technology to enhance financial advisory services, this role is for you. #J-18808-Ljbffr Fartherfinance