Teams at Flourish

As a Mortgage Loan Officer, you'll manage a pipeline of home loans, provide client support, and develop mortgage solutions while collaborating with financial advisors.

As an Account Executive, you will manage client relationships, identify new business opportunities, and collaborate cross-functionally to drive growth.

Owner of end-to-end client relationships and new business origination for RIAs; manage pipeline and CRM, drive product adoption, share client feedback cross-functionally, develop growth strategies, and travel to clients and conferences (under 50%).