Are you an experienced Financial Advisor with a solid book of business—but looking for a platform that truly helps... Qualifications: We are recruiting an advisor who is: Currently licensed (Life/Health ideal; Series 65/7 is a bonus, CFP doesn't...
, Transactions and (ACA) Affordable Care Act to identify and consult on tax and technical issues. Serve as a trusted advisor..., financial modeling, and monitoring industry trends. Prepare clear and compelling client reports, participate in internal...
: Licensed Attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner (CFP... financial modeling (e.g., hypothetical liquidation at book value) Identify potential issues and propose solutions to leadership...