About this role
Wealth Advisor - Fayette County at CBIZ. Location: Uniontown, Pennsylvania, United States. Role: Develops client solutions, Identifies goals, Develops relationships Requirements: 3+ years in financial services; CFP/CTFA/CPA/JD preferred but not required; educational background in business or related experience; proficient with MS Word/Excel; able to learn new systems. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Word, Microsoft Excel, Microsoft Access Commitment: Full Time Workplace: Onsite Languages: English