B.A. or B.S. degree from an accredited CFP Board registered financial planning program, preferred. 2+ years of experience. CFP® certification and Series 65 or attainment of both within reasonable time frame. Strong financial and analytical skills. Excellent verbal and written communication skills. Ability to identify, meet, and follow through with client needs and requirements. Must be a self-starter, problem solver, and goal-oriented team player. Organized, with a strong attention to detail.