About this role
Sr. Associate, Advisor at NFP Corp. Location: San Rafael, California, United States. Role: creating plans, servicing clients, processing paperwork Requirements: 3+ years relevant experience, bachelor’s degree required, CFP completed or willing to pursue, Series 65 required or obtainable within 90 days, strong communication, organization, and client service skills. Category: Finance and Accounting Seniority: Mid Level Certifications: cfp, series 65 Commitment: Full Time Workplace: Onsite Languages: English