At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rockville, MD is an independent fee-based practice managing over 1 billion in client assets and is looking for a CFP professional to join their team as a Relationship Manager and oversee a segment of the firm's existing clients. This role is ideal for a CFP professional who wants to focus on planning and relationship management, not asset gathering.
PLEASE NOTE: While the position is entirely remote, the successful candidate must be based in the D.C./Baltimore metro area.
Essential Duties and Responsibilities:
This role will immediately begin work in the following areas:
Qualifications:
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