Confidential

Certified Financial Planner

About the Employer

Job Description

CFP position with dynamic growing RIA that has been in the business for over 30 years. Our practice concentrates on high-net-worth clients that diversify their portfolios with alternative investments and stocks. In this client facing role we are looking for someone to help manage the top and bottom of the book. This position will help sustain the growth of the business and look for new business opportunities.