1 cfa job at 1 company in Lafayette, IN
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Associate Wealth Advisor
Lafayette, Indiana, United States
OnsiteFull Time
2+ YOEBachelor's in Finance/Business/Economics required; CFA/CFP/CPA designation; 2–5 years financial services experience; proficiency with eMoney and CRM (Salesforce); strong communication and attention to detail.
eMoney, Right Capital, Money Guide Pro, Salesforce, Microsoft Office, Schwab, Fidelity, Pershing, TradePMR