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Remote Private Wealth Advisor (Contract)

Cephas Consultancy Services Private Limited

Palo Alto, CA
  • Remote job

Cephas Consultancy Services Private Limited is seeking a Personal Financial Advisor (Private Wealth) to provide personalized financial guidance and support the development of AI-assisted financial planning tools. Candidates should possess strong expertise in personal financial advisory and investment management. The role requires several years of hands-on experience, excellent communication skills, and CFP or CFA credentials. This is a remote position with the possibility to work flexible hours. #J-18808-Ljbffr Cephas Consultancy Services Private Limited

Vacancy posted 2 days ago
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