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Senior Relationship Manager & Wealth Planner
Job in
Telluride, San Miguel County, Colorado, 81435, USA
Listed on 2026-05-18
Listing for:
Cardata
Full Time
position Listed on 2026-05-18
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
Cardata is seeking a Relationship Manager & Servicing Advisor in Telluride, Colorado. This role entails serving 100-125 affluent households, delivering comprehensive financial planning and managing client relationships without requiring prospecting. Ideal candidates should possess a CFP® certification, 10+ years of experience, and proficiency in financial planning tools like eMoney. The position offers flexibility in scheduling and a competitive compensation package, alongside full health benefits and unlimited PTO.
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Position Requirements
10+ Years
work experience
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