Financial Advisor

San Francisco, CA - USA

Monthly Salary: Not Disclosed

Posted on: 7 days ago

Vacancies: 1 Vacancy

Job Summary

Qualifications

Candidates must have a four-year degree and the CFP designation
7 years in financial and/or estate planning related work preferably at a professional financial services company or wealth management firm
Expertise in estate tax retirement insurance investment and cash flow/capital needs planning analysis
Unquestioned commitment to integrity in personal and professional activities
Highly motivated with ability to function well in a fast-paced environment
Self-starter by nature
Excellent organizational leadership communication and presentation skills
Able to manage heavy workloads and projects many on a time-sensitive basis as well as interacting with tight-knit team of professionals with a range of financial and tax activities.

Qualifications Candidates must have a four-year degree and the CFP designation 7 years in financial and/or estate planning related work preferably at a professional financial services company or wealth management firm Expertise in estate tax retirement insurance investment and cash flow/capital nee...