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Urban Wealth Management Logo
Urban Wealth Management

El Segundo, California

Asset Planning Corporation

KNOXVILLE, Tennessee

RBC Wealth Management

Phoenix , Arizona

Meadows Wealth Advisors Logo
Meadows Wealth Advisors

Camas, Washington

The Bowen Group Logo
The Bowen Group

Colombus, Georgia

Confidential

Sarasota, Florida

Budros, Ruhlin & Roe Logo
Budros, Ruhlin & Roe

Columbus, Ohio

Delta Financial Advisors Inc.

Kensington, Maryland

DWD Portfolio Solutions Inc Logo
DWD Portfolio Solutions Inc

Pittsburgh, Pennsylvania

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CFP / Paraplanner
Woman-owned RIA is seeking a goal oriented, hardworking teammate to join our exceptional and highly positive team.  You will have a supporting role in all aspects of our business.  Must be team oriented, follow directions and deliver high quality customer service and care for our clients.    Adviser can expect to focus their work in the following areas: Client onboarding: data gathering, open new accounts, presenting investment portfolios and financial plans Client relationship management including ongoing and regular client contact and communications Prepare information for quarterly and annual reviews including fund research, portfolio recommendations and ensure appropriate documentation and compliance requirements are satisfied Attend client meeting


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