Financial Advisor
Retirement Resource Center LLC
Our firm is nearing our capacity to take on new clients. We are looking for someone (preferably a career changer) to join our firm. This is not a salaried position. We are looking for someone who might be thinking about starting their own firm that likes our business model and would benefit by joining forces with us. We will provide the RIA registration and compliance, software and other tools along with client referrals and lots of support. Must be a CFP or pursuing the CFP designation. Must be willing to obtain a tax designation (CPA, Enrolled Agent etc.). Must also pass the Series 65 Securities Examination. About WJL Financial Advisors, LLC WJL Financial Advisors has developed a unique financial planning service offering that provides clients with financial planning, investment management, tax planning and tax preparation for a low flat fee. Our model has really resonated with clients and we are growing rapidly. #J-18808-Ljbffr
Vacancy posted 12 hours ago
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