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Primary Duties:
- Prepare financial plans in coordination with Lead Advisors.
- Participate in client meetings for financial plan delivery and execution.
- Maintain accurate client records, manage CRM data, and generate reports.
Qualifications:
- Bachelor's degree in finance, economics, or business administration.
- CFP designation and 1-3 years experience as an advisor/planner.
- Strong educational credentials and analytical background.
Modern Wealth Management
Modern Wealth Management is a financial planning and investment advisory firm. They are committed to fostering a diverse, equitable, and inclusive workplace where all employees feel valued, respected, and empowered.