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STRATA Trust Company, Inc. Logo
STRATA Trust Company, Inc.

Waco, Texas

Collier County Board of County Commissioners

Naples, Florida

Harbor Capital Advisors

Boston, Massachusetts

Aspyre Wealth Partners Logo
Aspyre Wealth Partners

Overland Park, Kansas

http://www.foundersfcu.com/careers Logo
http://www.foundersfcu.com/careers

Lancaster, South Carolina

Carnegie Investment Counsel Logo
Carnegie Investment Counsel

Cleveland, Ohio

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Senior Financial Advisor
Financial Advisor - Orlando, Florida Has your career hit a ceiling, or do you wish to break away from a traditional financial services firm to work solely as fiduciary in a growing and award-winning firm? We are seeking a Senior CERTIFIED FINANCIAL PLANNER™ Professional with 3+ years of experience who is passionate about working in a fiduciary capacity with high net worth clients and providing expert financial planning advice and wealth management services. We have an opportunity in our main office located in Orlando, Florida. We are a fully independent, fee-only RIA serving about 700 client families and managing roughly $900 million.


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