CFP Relationship Manager — Wealth Planning
Listed on 2026-10-16
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Sales, Financial Advisor / Consultant
Talent Wealth Recruiting’s client in Atlanta, a well-established independent firm with over $550M in assets, seeks a CFP to join as Relationship Manager and oversee a segment of existing clients. Focus on planning and relationship management, not asset gathering.
The Relationship Manager/CFP works with the advisory team on wealth management, develops and presents financial plans, attends meetings, and deepens client relationships. Bachelor’s degree and FINRA licenses required.
We would love to welcome a new CFP Relationship Manager — Wealth Planning to our team in Atlanta, GA, United States.
We are seeking a motivated CFP Relationship Manager — Wealth Planning to join Talentwealth in Atlanta, GA, United States.
Consider building your career as a CFP Relationship Manager — Wealth Planning at Talentwealth.
The CFP Relationship Manager — Wealth Planning position in the Finance, Sales field is open for applications.
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