Wealth Advisor: Client-Centered Planning & Investments

A fee-only financial advisory firm in Orlando seeks a Wealth Advisor to assist clients in managing their financial situations and expectations. The ideal candidate should possess strong financial planning knowledge, excellent communication skills, and teamwork abilities. Responsibilities include preparing for and participating in client meetings, managing portfolios, and collaborating with professional contacts. A bachelor’s degree and CFP or CFA certification are required.

Competitive benefits such as medical insurance, 401k matching, and flexible benefits are offered.
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