Remote CFP | Relationship Manager for Financial Planning

personal financial advisors

securities commodities and financial services sales agents

budget analysts

talentwealth

special food services office administrative services

Remote

March 29th, 2026

A wealth management consulting firm is seeking a Remote Relationship Manager to oversee existing clients and focus on financial planning and relationship management. This role requires a Bachelor's degree, FINRA series 7 and 66 certifications, and proficiency in goals-based planning software. The ideal candidate excels in communication and problem-solving, and should thrive in a collaborative environment, emphasizing client needs at all times.#J-18808-Ljbffr

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