What are the responsibilities and job description for the Financial Planner position at Compass Ion Advisors?
Associate Financial Advisor – Enrolled Agent, CFP®, CPA® preferred
Compass Ion Advisors (www.ionadv.com) is a privately owned RIA serving families, entrepreneurs, and executives with a focus on financial planning, investment design and tax strategy. Our offices are in Conshohocken (PA) as well as Chadds Ford (PA) and we are looking to hire an experienced EA/CFP/CPA with relevant industry and client service experience.
Series 65 license preferred but not required.
Qualified applicants should reply with their current resume, it should include a confirmation of certification or progress toward one, i.e. EA/CFP/CPA.
Primary roles to include:
• Effectively support comprehensive financial planning of lead advior
• Plan design, presentation, planning pipeline manageent
• Provide ongoing advice to clents
• Work with team to deliver excellent srvice
• Business development work over time
Current tech stack includes: Emoney / Tamarac / Salesforce