CFP Investment Advisor for Private Retirement Solutions

Daybright Financial

Daybright Financial is seeking an experienced Investment Advisor (CFP®) for their Private Sector Retirement Solutions segment in Miami, FL. The role involves managing around 100 client households, providing personalized financial planning and investment guidance. The successful candidate will have a CFP® certification, strong experience in client relations, and a command of planning software. The position emphasizes collaboration with the Investment Department and offers opportunities for significant client impact and business growth. #J-18808-Ljbffr Daybright Financial

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Vacancy posted 3 days ago

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