CFP Credentialed Senior Advisor
Reilly Financial Advisors LLC
Reilly Financial Advisors, an international Wealth Manager based in San Diego, is looking for a CFP to assume the role of Senior Advisor. There is no selling involved in this position!
The successful candidate will –
- Service clients acquired by a team of 5 Financial Advisors
- Proactively serve clients
- Respond to the daily needs of clients for a variety of matters
- Schedule and hold client reviewsReilly Financial Advisors is a Registered Investment Advisor with $450,000,000 under management, and 600 clients in the United States and in over a dozen countries around the world.
The ideal candidate has 5 or more years of experience in financial services, and is a credentialed and practicing Certified Financial Planner. The successful candidate must have –
- Sophisticated communication, presentation, listening, and analytical skills
- Proven time management and organizational skills
- Strong knowledge of and the ability to present investment, finance, and tax planning concepts
This is a salary plus bonus position with benefits.
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