micro1
Financial Advisor (CFA or CFP)
micro1 · Listed via micro1 ·
Location
remote
Compensation
Not disclosed
Commitment
part-time
About the role
• financial planning • budgeting • retirement planning • debt management • risk management • cfp certification • compliance • written communication • verbal communication • client relationship management • financial problem-solving • fiduciary standard • holistic financial coaching • mentoring • workflow/process development