This position is within the wealth management division of the firm.
This is a full-time hybrid role, with flexibility for remote work.
We offer competitive salaries, bonus, benefits commensurate with experience.
Essential Duties / Responsibilities:- Financial planning
- Retirement planning
- Investment management
- Providing financial advisory services
Preferred Qualifications / Requirements:- Bachelor's degree in Finance, Economics, or related field
- Financial Planning and Retirement Planning skills
- Finance and Investments expertise
- Experience in providing Financial Advisory services
- Certifications such as CFP, CFA, or CPA are a plus
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
