Certified Financial Planner
Talentwealth Recruiting Group•Rockville, MD
453d
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About The Position
The Relationship Manager position at an independent fee-based wealth management firm in Rockville, MD, is designed for a Certified Financial Planner (CFP) professional who will focus on planning and relationship management rather than asset gathering. This role involves working closely with the firm's principal advisory team to manage existing client relationships, identify client needs, and develop and implement financial plans. The position emphasizes deepening client relationships and demonstrating the benefits of the firm's services without the expectation of generating new client introductions.
