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