Key Requirements

• Qualifications:
• The candidate should be a CFA charterholder, CPA with the Personal Financial Specialist designation, Certified Financial Planner, or Attorney with appropriate financial planning background.
• Preferably the candidate has an MBA with a concentration in Investments or Financial Planning, is a Chartered Financial Analyst charterholder or candidate, and is a CPA. Since half to three-quarters of the time the RIA will be preparing financial plans of 40–100 pages cogent written and verbal communication skills are needed. The candidate should be comfortable discussing financial plans with individual clients and in public speaking to develop new clients. We recognize that not all candidates may have all the preferred qualifications and those who do not possess all the desired qualifications are invited to apply.