We have two opportunities available
1. Lead advisor role in our East Texas location. This will be a salary plus bonus position. You'll be responsible for delivering advice for a group of existing and new clients. CFP credentials and experience are highly preferred.
2. We are wanting to plant locations around the country. If you have an existing book of business and want to partner with Holistic reach out. We are targeting locations in Nashville, Charleston, Denver, Houston and Dallas.
1. Lead advisor role in our East Texas location. This will be a salary plus bonus position. You'll be responsible for delivering advice for a group of existing and new clients. CFP credentials and experience are highly preferred.
2. We are wanting to plant locations around the country. If you have an existing book of business and want to partner with Holistic reach out. We are targeting locations in Nashville, Charleston, Denver, Houston and Dallas.
www.holisticplanning.com/intro
Remarkably personal financial advice for a fuller life.
Remarkably personal financial advice for a fuller life.