If walking in after 5pm, please ring the phone on the outside of the entrance as door will be locked and the lobby will be empty.
Works independently on a variety of complex assignments that are generally of a critical and confidential nature, exercising sound judgment, and applying
Servicing and advising clients relative to their wealth management, investment, and financial planning needs. CFP or CFA designation (preferred).
Field Coordinator - Membership/Sales/Public Speaking. This position requires travel throughout your State or Territory.
Of course the more efficient you are the more you make, and the more free time you have.