Financial Planner jobs in United States
cer-icon
Apply on Employer Site
company-logo

Compass Ion Advisors · 18 hours ago

Financial Planner

positionConshohocken, PA
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

Compass Ion Advisors is a privately owned RIA serving families, entrepreneurs, and executives with a focus on financial planning, investment design and tax strategy. They are seeking an experienced EA/CFP/CPA to support comprehensive financial planning and provide ongoing advice to clients.

FinanceFinancial ServicesWealth Management
Hiring Manager
Matthew D. Kane, CEPA
linkedin

Responsibilities

Effectively support comprehensive financial planning of lead advisor
Plan design, presentation, planning pipeline management
Provide ongoing advice to clients
Work with team to deliver excellent service
Business development work over time

Qualification

Enrolled AgentCFP®CPA®Series 65 licenseEmoneyTamaracSalesforceClient serviceBusiness developmentFinancial planning

Required

Relevant industry and client service experience
Confirmation of certification or progress toward one, i.e. EA/CFP/CPA

Preferred

Enrolled Agent
CFP®
CPA®
Series 65 license

Company

Compass Ion Advisors

twittertwitter
company-logo
Compass Ion Advisors is a wealth management and financial planning company.
dateFounded in 1994
location
Conshohocken, Pennsylvania, USA
people-size11-50 employees
web-link
https://compass-ionadvisors.com/

Funding

Current Stage
Early Stage

Recent News

EIN Presswire
Warm Hearts, Cool Jazz: The Jazz Sanctuary Brings Free Live Performances to Philadelphia & its Suburbs This November
2025-10-27
Company data provided by crunchbase