Financial Advisor

Company: Carver Financial Services Inc.
Location: Mentor
Posted on: August 5, 2022

Job Description:

Job Description We are seeking another experienced financial advisor to join our amazing team. We seek someone who believes in our vision of helping our clients, team and community live a better lives. This is an opportunity to join one of the most recognized and professional wealth planning teams in the United States. Responsibilities: Advise clients on holistic financial planning strategies Help support other advisors and team members Prepare financial plans for clients --- Qualifications: Series 7 License and 3 Years Industry Experience required Pristine compliance record CFP(r) preferred but not required Strong analytical and critical thinking skills Excellent written and verbal communication skills Company Description Carver Financial Services has a mission to make peoples lives better - Our Clients, Our Team and our Community. We were founded in 1990 and manage more than $2.4 Billion in assets for clients. If you enjoy helping people and a positive work environment, have a great work ethic and desire to learn we have a place for you.

Keywords: Carver Financial Services Inc., Mentor , Financial Advisor, Accounting, Auditing , Mentor, Ohio