Harrison Gray has partnered with a growing wealth management firm in Los Angeles to find their next Wealth Advisor/CFP. This role is responsible for maintaining existing clients and helping to grow and expand the firm.
Responsibilities
The Wealth Advisor/Certified Financial Planner can expect to focus on the following areas:
Qualifications
The Wealth Advisor/Certified Financial Planner position typically requires the following qualifications:
Designations: CFP Preferred
Salary and Benefits
Pay/benefits are competitive based on industry standards
Rewards:
This is an in-office position.