PWA Financial, a growing Registered Investment Advisory (RIA) firm, is seeking a Certified Financial Planner (CFP®) to join our team. This role involves working directly with existing clients as well as helping onboard and serve new relationships. The position offers a blend of in-office and out-of-office collaboration with firm partners and clients, depending on client needs. Ideal candidates will have experience in investment planning, retirement planning, and familiarity with CRM and data management tools. You'll be supported by an experienced, collaborative team and a strong infrastructure designed to help you grow and succeed in your career.
