What are the responsibilities and job description for the Seeking Certified Financial Planner position at Bluemound Asset Management, LLC?
Seeking CFP to partner with on my growing asset management firm. My widely read investment research brings me accredited investing clients regularly. Please look me up.
I need someone who loves financial planning and can help on board new clients. Open to hiring or sharing office space with fee-only financial planner or fee-only with insurance licenses.
I am considering an amazing office space, but am only in the office 2 or 3 days per week about 3/4 of the year. So, a great chance to share expenses and/or partner outright.