Job Title: Wealth Advisor Associate
Expected Hours/week: 40
Expected length of commitment: Ongoing
In-person or Virtual: In-person for first 6 - 24 months, 90% virtual thereafter
Necessary designations: CFP®
Arete Wealth Strategists (AWS), is a fee-only independent financial planning and investment management firm catering to international clients. We are seeking Full Time Wealth Advisor Associate to quickly onboard and get up to speed with a range of planning, investment and client related tasks and projects before taking on direct client facing responsibilities.
This is a rare career opportunity at one the most innovative fee-only financial planning firms in the USA.