About this role
KWA Wealth Advisor at KEYSTONE CPAS LLC. Location: San Diego or Reno or Las Vegas. Role: Deliver planning, Build relationships, Collaborate Requirements: Series 65/66 required; Life and Health licenses required or obtainable; CFP certification, CEPA, or similar advanced credentials a plus; strong financial planning and investment knowledge; excellent communication and relationship skills; entrepreneurial mindset; able to work independently and with a team. Category: Finance and Accounting Seniority: Mid Level Certifications: series 65, series 66, life insurance, health insurance, cfp, cepa Commitment: Full Time Workplace: Hybrid Languages: English