Position Job Description The Associate Advisor is a practicing professional who acts both as an advocate of members’ financial wellness and as a support to the Financial Advisor Team in relationship management. This Advisor will service and advise members utilizing our investment advisory and financial planning programs, and will assist Financial Advisors in the process of creating, implementing, and reviewing financial plans and strategies in the best interest of the member. Practices safety-conscious behaviors in all operational processes and procedures. Essential Functions: Other
|
Job Qualifications Basic/Ideal or Required Minimum Qualifications: The ideal candidate possesses the following: Preferred Qualifications: |
Advisor Associate | Oak Brook, Illinois |
The Oak Brook Group | Yesterday |
Practice Management Internship | Potomac, Maryland |
Lighthouse Financial Planning, LLC | Yesterday |
Financial Planning Associate | New York, New York |
Confidential | 2 Days Ago |
Looking for support on your path to CFP® certification? Join a dynamic conversation with other candidates in our community site.
Latest Job Postings:
Video: Meeting the Experience Requirement for CFP® Certification
More than 1,000 CE Sponsors have registered with CFP Board to provide continuing education.
© 2012 Certified Financial Planner Board of Standards, Inc. All Rights Reserved.
1425 K Street NW #800, Washington, DC 20005
phone: 800-487-1497 (Toll-Free) / 202-379-2200 | fax: 202-379-2299 | mail@cfpboard.org
We welcome your feedback and invite you to complete a brief 5-question survey to help us improve your experience on CFP.net.
It's easy to participate and will take less than 2 minutes:
Click the "Yes" button below to continue your visit on CFP.net as intended. When finished, simply retrieve and complete the questionnaire that will appear in a new browser window.