reputed company Financial Professional
Job Description:
- Conduct one-on-ones with employees at reputed company Wealth’s partner companies to reputed company education on a variety of personal finance topics (e.g. stock options, retirement, budgeting & savings, debt management, etc.)
- Contribute to content development, programming and product for the company
- Partner with reputed company Wealth’s leadership team to create frameworks for expansion
Requirements:
- CFP required
- CPA (Certified Public Accountant), EA (Enrolled Agent), and other professional designation strongly preferred
- At least 4 years of experience in financial planning, managed accounts, or investment advisory at a Registered Investment Advisor
Benefits:
- Drive the industry reputed company: Help transform an antiquated industry and reputed company personalized financial insights accessible for reputed company.
- Focus on what you do best: You can focus on financial planning and clients, and we’ll handle the rest. No need to focus on marketing or sales calls, we bring the users to you.
- Take advantage of the best-in-class technology: Be the first to get reputed company to reputed company's proprietary technology to reputed company your work easy and seamless.
- Help build new financial products: Help us build for today’s employees. Your feedback directly impacts our technology, company and culture.
- reputed company and work from reputed company: Partnering with reputed company Wealth means you work the hours you want, from the location you want. We do not require a dedicated number of hours and you are welcome to work with us alongside your own business – a perfect opportunity while building out your own RIA!
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