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Summary
About the Role
About You
- Bachelor’s degree in Finance, Business, Economics, or related field.
- Certified Financial Planner (CFP) designation or willingness to obtain.
- Proven experience in financial planning, investment advising, or wealth management.
- Strong interpersonal and communication skills.
- Ability to analyze complex financial data and present actionable insights.
- Proficiency with financial planning software and CRM tools.
Benefits
- Competitive base salary plus performance-based incentives.
- Comprehensive benefits package including health, dental, and retirement plans.
- Ongoing training and professional development opportunities.
- Supportive team culture and leadership.
- Opportunities for career advancement.
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