Financial Advisor (Cfa or Cfp) at AquSag Technologies

Several years of hands-on, client-facing experience providing holistic financial planning to mainstream households in roles such as Financial Advisor, Wealth Advisor, or Personal Financial Consultant.
Expertise in budgeting, cash flow analysis, debt management, retirement savings strategies, college planning, and basic risk management (insurance needs analysis).
CFP® certification strongly preferred (or CFP exam passed with substantial relevant experience); CFA, ChFC, or similar planning credentials considered with strong mainstream client work.
Exceptional written and verbal communication skills, with a talent for breaking down complex topics for non-experts.
Demonstrated commitment to fiduciary standards, compliance, and high-integrity client service.
Experience mentoring others, developing workflows, or standardizing planning processes.
Comfort working asynchronously and independently in a remote setting.