Associate Wealth Advisor
Anders(8 days ago)
About this role
A Wealth Advisor at Anders Affiliate provides financial planning, portfolio management, and client relationship development to help clients achieve their financial goals. The role supports senior advisors and involves financial analysis, investment execution, and client service.
Required Skills
- Financial Planning
- Portfolio Management
- Client Relations
- Investment Trading
- Financial Analysis
- Wealth Management
- Monte Carlo Simulation
- Cash Management
- Financial Reporting
- Risk Assessment
Qualifications
- Bachelor’s Degree
- 2+ Years Financial Services Experience
- Series 65 License or Equivalent
About Anders
anderscpa.comAnders is a CPA and professional services firm that provides advisory, audit & assurance, tax, and accounting services to businesses large and small. The firm offers specialty support including business transition planning, family wealth and estate planning, and guidance on issues like cybersecurity insurance and tax reform. Anders focuses on helping clients manage compliance, risk, and financial strategy so they can concentrate on running their organizations. They also publish insights and resources to keep clients informed on evolving tax and financial topics.
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