Melissa Huang
Email: melissahuang17@gmail.com
LinkedIn: https://www.linkedin.com/in/melissalhuang1/
Growing up with little financial education, I’ve come to realize how many people share that experience. Working as a client service associate at an RIA has opened my eyes to the need for financial literacy and planning support. I’m currently completing my CFP coursework through Boston University, with a goal of becoming a financial planner and helping others achieve financial success. I’m passionate about making financial guidance accessible and relatable for everyone.
Desired Position: Client-Facing Financial Advisor, Paraplanner
Preferred Business Channel: Fee-Only RIA, Hybrid RIA/BD
Location: Ponte Vedra Beach, FL
Preferred Work Location: Remote, Hybrid
Compensation Preference: Salary (Fixed), Salary plus Bonus (Fixed and Variable)
Required Employer Benefits: Health Insurance, Employer-Sponsored Retirement Plan, Education Expense Allowance, Disability Insurance, Life Insurance
Securities Licenses: None
Insurance Licenses: None
Designations: None
Education Level: Bachelor’s Degree
Current Position: Client Service Associate
Years of Industry Experience: 3
Number of Existing Client Households: 0
Planning Software Experience: MoneyGuidePro