Financial Planner/Wealth Manager
Company: Compass Wealth Management, Llc
Location: Concord
Posted on: February 22, 2021
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Job Description:
Company Profile: COMPASS Wealth Management, LLC, based in West
Concord, MA, is a fee-only, independent wealth management firm
dedicated to providing exceptional service to clients along the
East Coast. We provide investment management, retirement planning,
education funding, and related financial planning services to the
mass affluent and the high-net-worth. Job Description: The
successful candidate has the opportunity to be involved in several
different aspects of the practice, including:
Keywords: Compass Wealth Management, Llc, Concord , Financial Planner/Wealth Manager, Accounting, Auditing , Concord, California
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