Remote Wealth Associate — Path to Lead Advisor
SweetWork
Boca Raton, FL
- Remote job
SweetWork in Boca Raton, FL is seeking an Associate Wealth Advisor to support Wealth Advisors and manage client relationships. Ideal candidates will have 3 – 7 years of experience in financial services, a Bachelor's degree, and a CFP or CPA/PFP designation. Duties include preparing financial plans, analyzing data, and providing comprehensive fiduciary advice on tax planning and investment management. This position offers an opportunity for professional growth into an advisory role and includes a competitive benefits package with health insurance and 401k matching. #J-18808-Ljbffr SweetWork
Vacancy posted 3 days ago
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