Financial Advisor / Wealth Manager jobs in United States
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Four Corners Financial Advisors (FCFA) ยท 23 hours ago

Financial Advisor / Wealth Manager

Four Corners Financial Advisors (FCFA) is seeking a Financial Advisor / Wealth Manager to deliver personalized investment solutions for clients. The role involves creating financial plans, ensuring accuracy, and supporting investment professionals in building client relationships.

Financial Services

Responsibilities

Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy

Qualification

Bachelor's degree in Finance5+ years' industry experienceInvestment businessInterpersonal skills

Required

Bachelor's degree in Finance or related field
5+ years' of industry experience
Strong understanding of the investment business
Excellent interpersonal skills

Company

Four Corners Financial Advisors (FCFA)

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At Four Corners Financial Advisors (FCFA), we provide tailored financial planning and wealth management services to individuals, families, and businesses across the Western United States.

Funding

Current Stage
Early Stage
Company data provided by crunchbase