Upvote
Downvote
Financial Planner
Share Job
- Suggest Revision
Full-time
- We are currently hiring an experienced Financial Planner to onboard new clients coming to the firm.
- Advanced degree or additional certifications highly desired (CFP, CFA, MBA, ChFC, CPA, JD)
- 5+ years of experience with an RIA; while currently acting as the main contact for your clients
- Familiarity with eMoney, Redtail, Orion, Holistaplan or similar software's preferred
- Experience working with Schwab as custodian preferred
Active Job
Updated 4 days agoSimilar Job
Relevance
Active