Financial Advisor
CivicMinds, Inc
Qualifications
- Candidates must have a four-year degree and the CFP designation
- 7+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm
- Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis
- Unquestioned commitment to integrity in personal and professional activities
- Highly motivated with ability to function well in a fast-paced environment
- Self-starter by nature
- Excellent organizational, leadership, communication and presentation skills
- Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities.
Vacancy posted 1 day ago
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