About this role
Financial Advisor, CFP Professional at Tax Alchemy. Location: Irvine, California, United States. Role: lead advisor, deliver guidance, coordinate internally Requirements: Active Series 65/66 license; 3+ years client-facing financial planning & advisory experience; strong investments, tax-aware planning, retirement, risk management, and estate knowledge; ability to manage relationships independently. Category: Finance and Accounting Seniority: Mid Level Certifications: series 65/66 Commitment: Full Time Workplace: Remote Languages: English