Financial Advisor
The Carlisle Group has been retained to find a talented Certified Financial Planner.
Our client is a Christian financial advisory firm that is a Registered Investment Advisor dedicated to helping others maximize their stewardship of God's resources.
This organization serves a growing number of individual investors, families, businesses, and nonprofit organizations in building a lasting legacy.
They were founded in 1990 and are headquartered in Lancaster, PA.
They also have offices in Naples, FL, and Binghamton, NY.
They oversee approximately $700 million in AUM and provide all types of services to include wealth management, insurance planning, retirement planning, estate planning, tax-wise charitable giving, and family legacy.
This is an opportunity to take over a book of business for a retiring financial advisor.
This role will service clients throughout PA and southern, NJ.
We are open to a person working in a hybrid capacity from a home office.
The Financial Advisor/Certified Financial Planner plays a key role within the investment firm.
This person will provide best-in-class customer service, investment planning advice, and stewardship counsel to clients.
Estimated Salary: $20 to $28 per hour based on qualifications.
Our client is a Christian financial advisory firm that is a Registered Investment Advisor dedicated to helping others maximize their stewardship of God's resources.
This organization serves a growing number of individual investors, families, businesses, and nonprofit organizations in building a lasting legacy.
They were founded in 1990 and are headquartered in Lancaster, PA.
They also have offices in Naples, FL, and Binghamton, NY.
They oversee approximately $700 million in AUM and provide all types of services to include wealth management, insurance planning, retirement planning, estate planning, tax-wise charitable giving, and family legacy.
This is an opportunity to take over a book of business for a retiring financial advisor.
This role will service clients throughout PA and southern, NJ.
We are open to a person working in a hybrid capacity from a home office.
The Financial Advisor/Certified Financial Planner plays a key role within the investment firm.
This person will provide best-in-class customer service, investment planning advice, and stewardship counsel to clients.
Estimated Salary: $20 to $28 per hour based on qualifications.
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