Specifically, hiring an Associate Advisor.
I’d love to have a diverse set of candidates so I can be sure to hire the person who will best round out the business and our work with clients. If you know of anyone, please point them Flow’s way! Here is the job description.
Do you want to work with a planning firm that is growing quickly because it knows just how to serve women in tech? Reach out to me at or schedule a free consultation.
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Disclaimer: This article is provided for general information and illustration purposes only. Nothing contained in the material constitutes tax advice, a recommendation for purchase or sale of any security, or investment advisory services. I encourage you to consult a financial planner, accountant, and/or legal counsel for advice specific to your situation. Reproduction of this material is prohibited without written permission from Meg Bartelt, and all rights are reserved. Read the full Disclaimer.
