OneFPA > About
Job Board
Support Advisor
Sound Financial Planning, Inc.
As a Support Advisor you will be part of a team of high-performing professionals committed to both the strategic growth of the firm and career growth of its team members. This position collaborates with the advisor team to deliver comprehensive financial planning and Fee Only investment management to our clients. You will contribute to the success of the firm by enhancing and deepening relationships with clients by fostering trust and satisfaction. This is a professional position with a career track, mentorship, and future opportunity to buy equity ownership. If you desire to be part of a team that values a work and life balance and enjoys helping people achieve financial security and peace, then we are the firm for you! Financial Planning & Investment Management (40%)
Client Service (40%)
Office Management (20%)
|
|
Additional Salary Information: Based on 8/10 hours due to office closed on Friday's
Financial Planning Associate | Atlanta, Georgia |
Modera Wealth Management | 5 Days Ago |
Lead Planner | Baltimore, Maryland |
Facet Wealth | 1 Month Ago |
Associate Financial Advisor | Arlington, Virginia |
Omega Wealth Management | 4 Days Ago |
Error
