Financial Planning/Wealth Management/Financial Consulting/Portfolio Management... it's what we do, and we are in search of a financial planner/financial advisor/financial consultant (call it what you will) to join our firm.
We combine the best tools, technology, and research with an outstanding group of people to deliver first class customized financial advice, strategies, plan integration, and portfolio management to our clients without proprietary products, interference from home offices, corporate compliance departments, and other limitations imposed by larger financial organizations.
If you have been in the business long enough to understand the benefits of working in this type of an environment and are interested in learning more about the position, we would love to hear from you. You can reach us at: Brant@AccessAFS.com.
You can learn more about Access Financial Services, Inc. at our website: AccessAFS.com
Our financial planning and investment management resources include: Charles Schwab Advisory Services, Envestnet Tamarac, AdvisorEngine Junxure Cloud, Envestnet MoneyGuideElite, Leap, Bloomberg, PortfolioCenter, Alpine Macro, BCA Research, Numera Analytics, Morningstar, Laserfiche, and Holistiplan.