Underhill Financial Advisors, LLC is an independent boutique wealth management firm specializing in developing and managing personalized financial plans for our clients. Our team of two advisors, operations manager and three full-time support staff has been servicing clients in over 31 states for over 23 years. Job Description The primary responsibility of the Client Relationship Manager (CRM) is to provide Best of Class service to enhance the overall client experience. – Thurs. 8am-5pm; Fri. 8am-3pm • Competitive Benefits | 401k/Profit Sharing Plan & Group Medical, LTD, Life Insurance • Incentive Compensation Plan | Individual and Team Bonus Opportunities • Salary Range: | $40,000-$50,000 Negotiable based on experience References • Require 2 Professional References you personally worked for and 1 Personal Character Reference Reports To: Financial Advisor
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