About this role
Financial Advisor at Ritholtz Wealth Management. Location: United States. Role: serving clients, developing plans, delegating tasks Requirements: CFP with 7+ years client-facing financial services experience; strong communication, presentation, and analytical skills; proficient with Salesforce, Word, Excel, and G Suite; clean U4. Category: Finance and Accounting Seniority: Senior Level Tools: Salesforce, Word, Excel, G Suite Certifications: cfp Commitment: Full Time Workplace: Remote Languages: English