Wealth Planning Relationship Manager
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Portfolio & Asset Management
Lead Advisor in Westport is recruiting for a Service Advisor/Relationship Manager to deliver premier financial planning and platinum-level service to clients. The role focuses on dynamic planning for existing clients, client reviews, and collaboration with teams to enhance the client experience.
Ideal candidates have 2-3+ years in client-facing financial planning, CFP preferred, and hold SIE, Series 7, 66, and LAH licenses.
We invite applications for the Wealth Planning Relationship Manager position located in Westport, CT, United States.
The Wealth Planning Relationship Manager role at Lead Advisor is now open for applications in Westport, CT, United States.
Join us at Lead Advisor as our next Wealth Planning Relationship Manager in Westport, CT, United States.
We are currently recruiting a Wealth Planning Relationship Manager for our team in Westport, CT, United States.
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