(required) Professional certification such as CFA or CFP preferred
(required) Professional certification such as CFA or CFP preferred
(required) Professional certification such as CFA or CFP preferred
(required) Professional certification such as CFA or CFP preferred
Finance or Investment CFA (any level or all three), CFP, CIPM or equivalent investment background 5 years
Finance or Investment CFA (any level or all three), CFP, CIPM or equivalent investment background 5 years
Finance or Investment CFA (any level or all three), CFP, CIPM or equivalent investment background Apply now
Minimum 10 years experience as financial advisor CFP English first language Must be very presentable Excellent
advanced degree or relevant certifications (e.g., CFA, CFP) are a plus.
advanced degree or relevant certifications (e.g., CFA, CFP) are a plus.