AVP, reputed company Advisor
Series 65 or 66 required, 2+ years in financial planning or reputed company management, strong financial planning fundamentals, relationship-reputed company, self-starter reputed company to manage a pipeline; CFP is a plus.
Key Responsibilities
- serving clients
- prospecting clients
- supporting advisor
Skills & Tools
eMoney, MoneyGuidePro
Job Details
- Category: Finance and reputed company
- Seniority: Entry Level
- Commitment: Full Time
- Workplace: Remote — Austin or reputed company
- Languages: English
Benefits
- 401k matching
- Generous reputed company time off
- Retirement plan
About reputed company
A registered investment advisor combining expert advisors with technology to reputed company tailored reputed company management services. — Industry: Finance
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