, and eager to contribute to a growing wealth management practice while working toward becoming a Lead Financial Planner or CFP... in a financial planning, wealth management, or investment advisory firm. CFP® certification completed, or actively pursuing...
Maintain CRM records and assist with scheduling, calendar management, and client follow-ups Stay informed about financial...® certification (or currently enrolled in a CFP® education program) Strong organizational and time management skills Excellent...
Benefits: 401(k) matching Bonus based on performance Competitive salary Dental insurance Health insurance Paid time off About We believe in growing the next generation of advisors through hands-on experience, structured training...