Requirements for the role of Independent Financial Planner. Mature, strong self-starter. Client-focused, empathetic. Wealth management experience. Experience in complex, abstract sales. Appropriate professional credentials, CFP strongly preferred. College degree required. Accounting or finance degree preferred. We offer. Proven processes to help build your expert network. A caring, professional and pleasant team atmosphere. Exceptional office spa...
Requirements for the role of Independent Financial Planner. Mature, strong self-starter. Client-focused, empathetic. Wealth management experience. Experience in complex, abstract sales. Appropriate professional credentials, CFP strongly preferred. College degree required. Accounting or finance degree preferred. We offer. Proven processes to help build your expert network. A caring, professional and pleasant team atmosphere. Exceptional office spa...
