CFP Licensed Wealth AdvisorVirtualVocations • Santa Clara, California, United States
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CFP Licensed Wealth Advisor
VirtualVocations • Santa Clara, California, United States
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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
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Wealth Advisor • Santa Clara, California, United States
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