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Compass Ion Advisors · 16 hours ago

Financial Planner

Conshohocken, PA

Full-time

Onsite

New 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

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

Compass Ion Advisors is a wealth management and financial planning company.

Founded in 1994

Conshohocken, Pennsylvania, USA

11-50 employees

https://compass-ionadvisors.com/

Funding

Current Stage

Early Stage

Recent News

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2025-10-27

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