Senior Investment Advisor - Wealth Planning & Portfolio
Capital Investment Advisors
A financial advisory firm located in Tampa is seeking an experienced Investment Advisor to join their team. This role involves helping clients achieve financial goals, providing direct advice on asset allocation, and implementing investment plans. The ideal candidate will have a Bachelor’s degree in Finance, over 6 years of experience in Investment Management, and hold a CFP® certification. Strong communication and collaborative skills, along with a willingness to travel, are critical for success in this position. #J-18808-Ljbffr Capital Investment Advisors
Vacancy posted 2 days ago
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