Cambridge Investment Research: Provides broker-dealer and investment advisory services to financial professionals.
4+ YOEFour or more years in financial planning or wealth management; strong collaboration, organizational skills; experience with eMoney; CFP-related credentials a plus.
3+ YOE3+ years financial counseling; US citizen; English fluent; may require bilingual English/Spanish; bachelor’s degree or equivalent experience; AFC/ CFP/ ChFC certifications; ability to obtain DoD disclosures; driver license may be required.