As a CFP® Practitioner (Certified Financial PlannerTM), the advisor has always let the planning process drive the solutions we implement for our clients. We believe that the amount of initiative you have is the amount you take until we tell you it's too much. " You desire to make a very real and tangible impact on the organization and the clients we serve and understand your value to a growing team. You are also not shy in sharing with the advisor your thoughts on how to improve the client experience and firm processes. " Work with client and advisor to ...Create an account to see the full posting, access our search engine, and more.