CyberCoders
Location
Newport Beach, CA | United States
Job description
Job Title: Financial Advisor
Job Location: Hiring in multiple locations in CA (Bay Area and Orange County), WA (Seattle and Bellevue) Salary Range: $100K - $170K Requirements: CFP, Estate Planning within Financial Services or Wealth Management We are looking for a highly motivated Financial Advisor to join our team. The successful candidate will have CFP certification, wealth management experience, financial services knowledge, Estate Planning expertise, and a deep understanding of investments and taxation. The Financial Advisor will be an integral part of our team and will have the opportunity to make a real impact on our clients' financial success.Our team is a tight knit group of dedicated professionals looking to provide our clients with the highest quality service. We are passionate about helping our clients reach their financial goals and have a strong commitment to excellence. Working with us, you have the opportunity to work closely with clients, collaborate with experienced professionals, and build your own success.
As a Financial Advisor, you will be advising clients on financial strategies, managing portfolios, researching investments, and developing financial plans. You will collaborate with our team to ensure client satisfaction and be responsible for providing comprehensive financial advice. This is an on-site position at one of our locations.
Job Location: Hiring in multiple locations in CA (Bay Area and Orange County), WA (Seattle and Bellevue)
Must Have Skills:
1.) CFP 2.) Financial Advisor background in Financial Services or Wealth Management 3.) Estate PlanningThis position offers a salary of $100,000 - $170,000 annually. Bonus is discretionary.
So, if you are a Financial Advisor (CFP) with experience, please apply today!
Applicants must be authorized to work in the U.S.
Job tags
Salary
$100k - $170k
