About this role
Associate Wealth Advisor at Earned. Location: Walnut Creek or United States. Role: supporting advisors, onboarding clients, preparing plans Requirements: Bachelors required, Series 65 required, CFP preferred, 1+ year wealth management experience (3+ preferred), strong analytical and communication skills, CRM and financial planning software familiarity, willingness to be available when clients are. Category: Finance and Accounting Seniority: Entry Level Tools: Salesforce, MoneyGuidePro, Orion, Fidelity WealthScape Certifications: series 65, cfp, insurance Commitment: Full Time Workplace: Onsite Languages: English