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Trust officer II
Canandaigua National Trust Company Florida

Sarasota, Florida

Azzendo Wealth Advisors Logo
Client Service Associate
Azzendo Wealth Advisors

Coral Gables, Florida

Ferguson Wellman Capital Management Logo
Vice President of Wealth Planning
Ferguson Wellman Capital Management

Portland, Oregon

Director, Marketing (AGF Capital Partners)
AGF Investments

Toronto, Ontario, Canada

Associate Wealth Advisor
About the Role Are you an Associate Advisor eager to advance your career and become a CFP®? We’re looking for a motivated individual who is starting their CFP® studies or has passed the exam and is working toward their credential. This role offers exceptional learning opportunities while collaborating with a small but dynamic advisory team. You'll focus on data gathering and analysis, develop financial planning recommendations, and implement portfolio management strategies,


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