Job Details

ID #53968813
Estado Colorado
Ciudad Denver
Tipo de trabajo Full-time
Salario USD TBD TBD
Fuente Moneta
Showed 2025-06-06
Fecha 2025-06-06
Fecha tope 2025-08-05
Categoría Etcétera
Crear un currículum vítae
Aplica ya

Advisor, CFP

Colorado, Denver, 80221 Denver USA
Aplica ya

The Advisor will work closely with the Partner and other Advisors on the team to learn and advise on all aspects of the Family CFO business. We seek someone with a CPA who is ready to shift their career to a career path they can control. This Advisor will work with partners to give the appropriate advice for clients on issues ranging from investment strategies, retirement planning, education savings, tax strategies, estate planning, insurance strategies, and more.Our Advisors are expected to participate and lead client meetings, as well as work with clients and prospects in prospecting and fact finding through financial action plans and annual reviews. The right Advisor has strong experience in personal income tax or audit as a CPA. In all client interactions our Advisors need to focus on the 'Why' and 'How' for Moneta.

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