About this role
Financial Advisor at Boldin. Location: Mill Valley, California, United States. Role: Create plans, Deliver services, Provide advice Requirements: CFP or CFA required; 5+ years as a financial advisor with client relationships; fee-only planning experience; knowledge of portfolio management, Roth conversions, Medicare, retirement income. Category: Finance and Accounting Seniority: Mid Level Certifications: cfp, cfa, ea Commitment: Contract Workplace: Remote Languages: English