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Office Client Relations & Financial Planning Specialist
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-07-24
Listing for:
Retirement Resource Center, LLC.
Full Time
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Retirement Resource Center, LLC. is seeking a Client Relationship Manager & Financial Planner to serve as the primary contact for assigned clients. This full-time in-office role requires expert Excel/Word skills, proficiency in financial planning tools, and a strong service mindset.
A CFP designation or CPA is preferred, with a minimum of five years’ related experience. Hours are 8:30AM–5:30PM in-office, with potential flexibility.
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