More jobs:
Associate Financial Advisor Ownership, CFP Path
Job in
Redwood City, San Mateo County, California, 94061, USA
Listed on 2026-01-12
Listing for:
Team Hewins Llc
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading investment advisory firm seeks dedicated Financial Advisors to provide exceptional client service and drive financial wellbeing. The ideal candidate will have a Bachelor’s degree and 1-2 years of experience in financial planning, possess strong organizational and communication skills, and expect to obtain their CFP designation within 2-3 years. Join an entrepreneurial environment that supports personal and professional growth, with a comprehensive benefits package and opportunities for advancement within the firm.
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Position Requirements
10+ Years
work experience
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