Strategic Financial Planning Relationship Manager

A financial services firm located in Fort Worth, Texas, is in search of a dynamic Client Relationship Manager to enhance client interactions through effective communication and tailored solutions. The ideal candidate will have 5-7 years in financial planning, capable of simplifying complex financial concepts, and will preferably hold a Certified Financial Planner® designation. This full-time role involves facilitating client meetings and contributing to the firm’s strategic initiatives such as the Business Owners’ Summit. #J-18808-Ljbffr