About this role
AVP, Advisor at NFP Corp. Location: Seattle, Washington, United States. Role: supporting advisors, analyzing allocations, servicing accounts Requirements: 3+ years wealth management experience, CFP required, Bachelor's degree preferred, proficiency with Microsoft Office and CRM, strong communication and organizational skills. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, CRM, portfolio management, financial planning software Certifications: cfp Commitment: Full Time Workplace: Onsite Languages: English