Found Description
About the Company
Boldin is a fee-only Registered Investment Advisor (RIA) on a mission to democratize financial confidence. They aim to provide millions of people with the clarity, tools, and courage to take control of their money and time.
Responsibilities
- Create and deliver comprehensive financial plans to clients
- Support clients seeking ongoing financial planning services
- Provide hourly advice for informed decision-making on a limited scope basis
- Teach and empower clients by breaking down complex financial concepts into easy-to-follow strategies
Requirements
- CFP or CFA certification required
- At least 5 years of experience as a financial advisor owning client relationships
- Background in fee-only financial planning and investment advice
- Strong knowledge in portfolio management, Roth conversions, Medicare, and retirement income/withdrawal strategies
- Excellent ...