Description:
Our client is a boutique RIA, seeking an experienced Certified Financial Planner (CFP) with 3-5 years of experience to join our team. The ideal candidate will provide comprehensive financial planning services, including investment management, retirement planning, tax strategies, and risk management, to help clients achieve their financial goals. The ideal candidate will be considered for a succession opportunity. Key Responsibilities: Develop personalized financial plans based on clients' goals and risk …