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This Financial Advisor role is an opportunity to join a growing wealth management and financial planning firm, working closely with experienced advisors to develop and implement comprehensive financial plans. It suits a motivated candidate with experience in wealth management who values client relationships and seeks to grow into a senior advisory role.
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Rounsfull Financial Group is a wealth management and financial planning firm that takes a comprehensive, tax-aware approach to helping individuals, families, and business owners make confident financial decisions and work toward their long-term goals. The firm brings together wealth management, financial planning, and tax planning expertise to provide thoughtful, personalized guidance. Securities are offered through Cetera Wealth Services LLC, and advisory services through Cetera Investment Advisers LLC; Cetera firms are under separate ownership from Rounsfull Financial Group.