Moneta
CFP Advisor for Family CFO: Planning, Strategy & Growth
Moneta, Stanwick, New Jersey, United States
A financial advisory firm is seeking a qualified Advisor to support clients with investment strategies, retirement, education, and estate planning. This role requires a CFP and 3-5 years in client services. Responsibilities include participating in meetings, preparing financial plans, and ongoing education to enhance expertise. The firm offers excellent benefits, including paid holidays, medical insurance, and professional development reimbursement.
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