Senior Relationship & AI-Driven Financial Planner
Fartherfinance
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
Vacancy posted 1 day ago
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