As we continue to thrive and expand, the Sophia team requires exceptional people to uphold our high standards for client care and our commitment to equality, inclusion, and community service. We are seeking a Financial Advisor Assistant with superior written and oral communication skills, meticulous attention to detail, and a friendly attitude. They must have ...
Risk means different things to different people, particularly when used in the context of financial planning. Often advisors are too quick to label investors, particularly women and young professionals, as conservative, when in fact a more moderate or aggressive profile would better suit their objectives. Risk means different things to different people, particularly when used ...
As we navigate toward a post-pandemic world, it’s important to reflect on what has helped us get through the challenges of the past two years, and how we can use those skills to support us for future challenges. Having the right tools and supports in place can help us not only get through the challenges ...
