About this role
Associate Financial Advisor / Paraplanner at Farther Finance. Location: San Francisco, California, United States. Role: Generating financial plans, Analyzing portfolios, Coordinating meetings Requirements: 2+ years in securities or financial planning; CFA/ CFP a plus; Series 65; strong client service and portfolio analysis; detail-oriented. Category: Finance and Accounting Seniority: Mid Level Tools: Right Capital, Portfolio analysis tools Certifications: series 65, cfa, cfp Commitment: Full Time Workplace: Remote Languages: English