micro1
Personal Financial Advisor (Private Wealth)
micro1 · Listed via micro1 ·
Location
Not disclosed
Compensation
$80–$110/hr
Commitment
Not disclosed
About the role
• financial planning • investment management • retirement planning • tax-aware strategies • client relationship management • communication • regulatory compliance • high-net-worth client advising • judgment and decision-making • certified financial planner (cfp) • Certified Financial Advisor (CFA)