Offer summary
Qualifications:
7+ years wealth management experience, CFA, CFP, or CPA certification.Key responsabilities:
- Provide comprehensive wealth planning services
- Serve as lead advisor for clientele
Financial Advisor - Fully Remote
Boutique Independent RIA
Overview
Boutique, Independent RIA seeks a Financial Advisor to collaborate with the founding partner in providing comprehensive wealth planning services to up and coming clientele.
The Firm offers comprehensive financial planning services inclusive of tax planning, retirement planning, estate planning and student load planning for a niche market in a collegial culture of continuous learning and growth.
Highlights
Requirements
7+ years wealth management experience
CFA, CFP, or CPA
Independent Resourcing Consultancy
Click and Connect Online Limited
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