Wealth Advisor
Kraft Asset ManagementĀ (an affiliate of KraftCPAs) is looking for a full-time
Wealth Advisor (WA). The Wealth Advisor works with clients, develops their
wealth management strategy, implements the strategy, and meets with the clients
on a regular basis. The WA will manage the holistic wealth advisory plans to
help clients achieve their financial goals. Examples of holistic wealth advisory
services include retirement planning,
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