CFP Relationship Manager — Wealth Planning
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Finance & Banking
Job Description & How to Apply Below
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.
Step into the CFP Relationship Manager — Wealth Planning role at Talentwealth in Atlanta, GA, United States and grow with us.
We would love to welcome a new CFP Relationship Manager — Wealth Planning to our organisation in Atlanta, GA, United States.
For the CFP Relationship Manager — Wealth Planning position at Talentwealth, we are reviewing applications now.
Please review the full job details above before applying.
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