CFP seeking a Financial Planning Support for 30hr/week with potential to grow into full-time. The candidate will initially support the advisor in servicing existing and prospective clients. There is potential for growth of hours and responsibilities to become a pivotal member of the team. The ideal candidate will possess solid financial planning skills. A great opportunity for a CFP® candidate who is looking to be mentored by an established CFP® who has over 20 years experience OR Someone who is interested in the financial planning field Please send resume to marcela.lozano@cfiemail.com
May 28, 2021