Senior Financial Planner / Relationship Manager - CFP® & CPA

Job Description Myrtle Beach, SC | Remote Opportunity Available \n \n TalentWealth Recruiting is partnering with a growing, independent wealth management firm with approximately $350 million in assets under management to identify an experienced Senior Financial Planner / Relationship Manager . \n \n This is an excellent opportunity for a CFP® and CPA who enjoys the technical side of comprehensive financial planning but also wants to build meaningful, long-term relationships with clients. \n \n …

We are looking for a dedicated individual to join our growing team. In this role, you will have the opportunity to work on meaningful projects that impact our customers every day. We value innovation, integrity, and a commitment to excellence.

Requirements

• Excellent communication and interpersonal skills.
• Strong organizational and time management abilities.
• Ability to work effectively both independently and in a team.
• A proactive and positive attitude towards learning.
• Relevant degree or equivalent professional experience.