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Junior Financial Advisor

Company: LFS Asset Management
Location: Danville
Posted on: June 6, 2021

Job Description:

Job Description Seeking junior financial advisor to join a client-focused Total Solution Wealth Advisory and Management Firm. Duties will include: 1. Portfolio analysis 2. Preparation and update of personal financial plans 3. Client service and follow up, and 4. Seminar and webinar participation Company Description We are a registered investment advisory (RIA) and professional accountancy (CPA) corporation. We use a holistic approach to help clients with their finances. We primarily work with clients at or near retirement, as well as recently widowed and divorced clients. The firm places extra emphasis on creating positive client experience through financial education and communications. We enjoy high client loyalty and continues to be in a growth mode. Moreover, this position can lead to equity share opportunity for the right candidate.

Keywords: LFS Asset Management, Danville , Junior Financial Advisor, Other , Danville, California

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