CFP Licensed Wealth Advisor

A company is looking for a Senior Advisor, Wealth Management Service.

Key Responsibilities

Provide exceptional onboarding experiences for new clients

Develop comprehensive financial plans tailored to clients' unique situations and goals

Create custom investment proposals that align with clients' financial objectives and risk tolerance

Required Qualifications

CFP or IQFP designation required (CPA is a valuable asset)

CIM or CFA designation required

5+ years of experience in wealth management or financial advisory roles

Proven track record of delivering exceptional client service

Strong financial planning and investment management knowledge