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
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)
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 StageCompany data provided by crunchbase