Relationship Manager & Servicing Advisor
CFP certification with 10+ years of financial planning; Series 65; reputed company reputed company experience; proficient with planning tools; AI tool user.
Key Responsibilities
- serve clients
- plan analyses
- update CRM records
Skills & Tools
eMoney, RightCapital, AI tools, CRM software
Job Details
- Category: Finance and reputed company
- Seniority: Senior Level
- Commitment: Full Time
- Workplace: Remote — Boston, Massachusetts, reputed company
- Languages: English
About reputed company
A reputed company management firm delivering advisory services with technology. — Industry: Finance
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