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Financial Planner/Investment Advisor - Grow with Sullivan Wealth Mgmt!
Job
Sullivan & Company CPAs/Sullivan Wealth Management
Bethesda, MD (In Person)
$90,000 Salary, Full-Time
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Job Description
Bethesda wealth management company/CPA firm seeks entry-level or experienced professional personal financial planners/advisors for long-term position working with individuals and small and medium-sized businesses. Family and employee-friendly environment. F inancial planning training provided . Wealth management financial planner/ advisor responsibilities include : Relationship management, helping clients with account details, providing advice on financial investments, advising clients on financial products and services, conducting planning services, providing tax planning services, and providing estate planning services. Planners/advisors help our clients plan for short and long-term goals such as retirement, education, expenses, and all other aspects of financial goal planning. Series 65 or 66 licenses helpful or we help you obtain Salary commensurate with experience plus benefits including paid overtime, health/dental/vision insurance, 401K, paid parking, professional advancement, and professional challenges. See www.
SullivanWealthManagement.com for a description of our company and our team. See also www.eSullivan.net for CPA firm. Conveniently located at Bethesda Metro on Red Line.
SullivanWealthManagement.com for a description of our company and our team. See also www.eSullivan.net for CPA firm. Conveniently located at Bethesda Metro on Red Line.