Financial Planning Advisor - Growth Path to Lead Advisor
Burton Enright Welch
Burton Enright Welch in Walnut Creek, CA, is seeking an Advisor to assist Senior and Lead Advisors in financial planning and investment management. The ideal candidate will help execute the Client Experience roadmap and present analyses to clients. Responsibilities include client onboarding, developing financial strategies, and mentoring Associate Advisors. Candidates should have a Bachelor's degree and CFP designation, with 4+ years of experience as a financial advisor. The firm offers competitive salary, bonuses, and a comprehensive benefits package. #J-18808-Ljbffr Burton Enright Welch
Vacancy posted 1 day ago
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