investment strategy specialist - Sebastopol - beBeeFinancialPlanner

    beBeeFinancialPlanner
    beBeeFinancialPlanner Sebastopol

    5 days ago

    Job title: Wealth Advisor

    Description

    About the Role:

    • Conduct thorough client reviews to assess their current financial situation
    • Develop tailored investment plans that align with each client's goals and risk tolerance

    Required Skills & Qualifications:

    • A minimum of three years' experience working as an advisor or consultant within the financial services industry
    • Hold an active certification as either a CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Analyst (CFA), or Certified Public Accountant (CPA)

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