Expanding Our Team
Who We're Looking For
Requirements
- Undergraduate degree
- 2+ years experience in the industry
- At least $10 million in advisory AUM
- Clean compliance record
- Must be a CFP professional or on track to be a CFP within 12 months of start date
- Financial planning background and works in a fiduciary capacity
If you meet these criteria, reach out to us below and email your resume to team@advisory-one.com.