About this role
Associate Wealth Advisor at Ci. Location: Wayne, Pennsylvania, United States. Role: supporting advisors, preparing plans, documenting meetings Requirements: Bachelor's degree, 3+ years experience, CFP or CFA required, advanced financial planning knowledge, experience with Salesforce, portfolio accounting, DocuSign, Microsoft Suite and planning software, U.S. work authorization required. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software Certifications: cfp, cfa Commitment: Full Time Workplace: Hybrid Languages: English