What are the responsibilities and job description for the Service Advisor (CFP®)/Financial Advisor position at Fute?
Title: Service Advisor (CFP®)/Financial Advisor
Location: Altamonte Spg, FL
Job Summary:
We’re seeking a CFP® with 2 years of experience for a salary-based Service Advisor role at a growing RIA firm. This is a client-facing position with the opportunity to move into a Lead Advisor role within 2 years.
What We’re Looking For:
- Extensive experience in client meetings across a range of planning scenarios
- Strong knowledge of financial planning and investment management
- Background working in an RIA environment
- CFP® designation required