Service Wealth Advisor (CFP)
Crestmont Private Wealth
Qualifications:CFPSeries 65 (or Series 7 and 63) Mandatory within 60 days of employmentMinimum of 3-5 years of experience in a client-facing role, or analysis roleUse of EmoneyAttention to DetailStrong communication skills with a positive and professional demeanorHighly ethical with a team-player mindset and a fiduciary approachAbility to explain technical subjects in a friendly and simple mannerExcellent listening skillsBenefits:4% 401k matchingFully paid medical insurance for employeesDental and vision coverageGenerous paid time o
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Vacancy posted 2 days ago
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