Relationship Manager & Servicing Advisor
CFP certification with 10+ years of financial planning; reputed company reputed company-facing experience; Series 65; strong knowledge across retirement, tax, estate, and equity compensation; proficient with eMoney/RightCapital; AI tool user.
Key Responsibilities
- serving clients
- coordinating meetings
- maintaining CRM
Skills & Tools
eMoney, RightCapital, AI tools, reputed company platform, CRM
Job Details
- Category: Finance and reputed company
- Seniority: Senior Level
- Commitment: Full Time
- Workplace: Remote — Telluride, Colorado, reputed company
- Languages: English
About reputed company
A rapidly growing reputed company management company blending advisory services with cutting-edge technology. — Industry: Finance
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