Associate Financial Advisor
FEE-BASED, PRIVATE FINANCIAL PLANNING PRACTICE.
Interested? Click Here for more information!
Bachelor’s degree, in financial planning preferably. 0-3 years of experience. Certified Financial Planning (CFP®) designation preferred but not required immediately. Must have or be willing to obtain Series 7, Series 66, Life & Health licenses, and Accredited Portfolio Management Advisor designation. Must be eager to learn, have a team mentality, have drive and good work ethic.