💼 Financial Planning Advisor

Company
CapSouth Wealth Management
Location
Dothan, AL
Date posted
2025-01-13
Job Type
None
Industry
Sales
Description
CapSouth Wealth Management is a growing Wealth Management company headquartered in Dothan, Alabama, with offices and clients in additional Southeast locations. We are currently looking for an experienced Financial Planning Advisor who embraces change and wants to be a part of something bigger. We are a dedicated team of financial professionals committed to helping our clients leave an amazing legacy. Our values center on respect, integrity, accountability, collaboration, and a relentless...See full description
Important Skills Hard skillsSoft Skills
Financial planning Investment strategies Tax planning Retirement planning Estate planning Risk management Insurance planning Communication Analytical thinking Problem-solving Attention to detail Time management
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