Associate Financial Planner

3 weeks ago


Atlanta, United States CareerBuilder Full time

KCR Wealth Management (www.kcrwealth.com ) is an independent fee-only advisory firm in Reston, VA seeking an Associate Financial Planner to join our growing financial planning and wealth management practice. KCR provides customized investment management and integrated financial planning services to clients throughout the DC metropolitan area. As a fee-only fiduciary advisor, KCR does not sell products or receive commissions. This is an in-person, salaried position with benefits and opportunities for bonuses.
Candidates with a bachelors degree in business (or related field) with a concentration in financial planning & wealth management are preferred. Some experience is also preferred, but not required. Candidates should be comfortable in a fast-paced collaborative work environment. This position requires the highest level of integrity, strong communication skills and excellent attention to detail. As a small boutique advisory practice, KCR offers a great opportunity for accelerated career growth for the right candidate.

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