Financial Advisor - Bookman Consulting

Job Title: Wealth Management Advisor/CFP

Our client, a leading wealth management firm, is seeking a dedicated Advisor/CFP to join their team. No transferable book of business is required.

Responsibilities:

• Manage day-to-day client issues and inquiries.
• Provide comprehensive financial planning and investment advice.
• Collaborate with clients to develop tailored wealth management strategies.
• Stay updated on industry trends and regulatory changes.

Qualifications:

• Active CFP certification.
• Clean U4 record.
• Strong experience in wealth management.
• Excellent communication and interpersonal skills.