Senior Relationship Manager & Wealth Servicing (Remote)

Posted 7 days ago

fartherScottsdale (AZ)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

A leading wealth management firm is seeking a Relationship Manager & Servicing Advisor to manage client relationships and offer comprehensive financial planning services. The role involves being the primary contact for affluent households, delivering tailored financial strategies, and maintaining CRM records. Ideal candidates will possess CFP® certification, a decade of experience in financial planning, and proficiency with planning software. Join us for competitive compensation, health benefits, and professional growth opportunities. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

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Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.