Great career opportunity with a fast growing RIA. Position entails creating and presenting financial plans, participating in strategy and review meetings with clients, and handling post-meeting to-do items. The successful candidate will work with contribute to a team experienced in tax and financial planning. Benefits include 401K with profit sharing, generous paid time off, health insurance, and a tremendous opportunity for growth.
Requirements include Bachelor's Degree and CFP (R) designation or willingness to work toward it. Experience preferred.