About this role
Wealth Advisor at SimpleWEALTH. Location: Garden City South, New York, United States. Role: lead fiduciary, develop relationships, build plans Requirements: Series 65 or Series 7+66 or CFP/CFA/CPA; 5+ years as wealth advisor; portable book; strong planning knowledge; CRM/planning tools; independent with team coordination; Bachelor's degree; liquidity-event experience a plus. Category: Finance and Accounting Seniority: Mid Level Tools: CRM, Financial planning software Certifications: series 65, series 7, series 66, cfp, cfa, cpa Commitment: Full Time Workplace: Onsite Languages: English