At Wealth Development Strategies LLC, we're not just committed to growing our clients' wealth, we're also dedicated to growing our associates' financial planning practices. We believe in professional development and teaming seasoned veterans with new associates to cultivate the next generation of highly-trained and knowledgeable financial advisors. Here, everyone is encouraged to achieve their highest potential and professional fulfillment.
Certified Financial Planner
Experienced financial planning firm seeks a Certified Financial Planner to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals. This is a great opportunity for a high drive advisor who wants to fast-track their knowledge base, income, and client growth.
- Assist with joint work with an established CFP Senior associate.
- Assess clients' assets, liabilities and overall financial conditions.
- Network and build relationships with new and existing client base.
- Previous experience in banking, financing, or other related fields
- CFP Certification
- 3 years' experience
- Group 1,
- Series 6 or 7
- Series 65
- Familiarity with investment products and services
- Strong analytical and critical thinking skills
Qualified applicants send resumes to firstname.lastname@example.org