Role & Company Overview
📋 Role Overview & Responsibilities
We are looking to hire a new financial planner to our team. We are accepting applications from the following 1) Those currently employed as a financial planner (CFP preferred) 2) Those that are currently utilizing and expert in eMoney's Financial Planning Software. We are looking for an individual who will be financial planning focused who will be able to assist the CEO and lead Financial Advisor of the firm with Client Relationship Management.
Frequently Asked Questions
How do I apply for the Financial Planner position at Koa Wealth Management®? ▼
Click the “Apply for this Position” button on this page to submit your application directly to Koa Wealth Management® without recruitment intermediary fees.
Is this position eligible for remote work or visa sponsorship? ▼
This position is located in Encinitas, CA with potential relocation and sponsorship assistance depending on candidate qualifications.
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