Financial Advisor

Job Description

REQUIREMENTS

• CFP® or CFA® certification required
• At least 5 years of experience as a financial advisor owning client relationships
• Background in fee-only financial planning and investment advice
• Strong knowledge in portfolio management, Roth conversions, Medicare, and retirement income/withdrawal strategies
• Excellent writing, communication, and interpersonal skills

Preferred

• EA® certification is a plus

RESPONSIBILITIES

• Create and deliver comprehensive financial plans to clients
• Support clients seeking ongoing financial planning services
• Provide hourly advice for informed decision-making on a limited scope basis
• Teach and empower clients by breaking down complex financial concepts into easy-to-follow strategies

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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