Wealth Advisor (CFP or CFA Charter holder)
Seeking resumes for a CFP and/or CFA charter holder to interview for our growth needs in client servicing, trading operations, advisory, and business development as we grow our team. Crestmont is a mission led, core values focused, team approach to client centric service. For more details on Crestmont see our website at www.crestmontpw.com
We are an equal opportunity employer.