California Licensed Associate Advisor

Job Summary

A company is looking for an Associate Financial Advisor - CFP.

Key Responsibilities

• Prepare financial plans and participate in client meetings for delivery and execution
• Handle day-to-day operational tasks and coordinate with internal teams for efficient client service
• Maintain accurate client records and manage CRM data to support advisors in tracking client activity

Required Qualifications

• Bachelor's degree in finance, economics, business administration, or a related field
• CFP designation and 1-3 years of experience as an advisor/planner
• Ability to manage multiple projects successfully
• Independently motivated with a strong work ethic
• Basic/Intermediate knowledge of Microsoft Excel; experience with CRM software is a plus