California Licensed Financial Planner
Job Summary
Analyzing complex financial data, the full-time California Licensed Financial Planner will create and present comprehensive financial plans to clients while collaborating with advisors in a fully remote environment.
Key responsibilities
- Develop customized financial plans to help clients achieve their goals
- Gather client information and present financial plans directly to clients
- Collaborate with advisors to provide holistic financial solutions and facilitate referrals
Required qualifications
- Minimum of 3 years of experience in financial planning
- Bachelor's degree from an accredited college or university
- Experience with financial planning software
- CFP or PFS designation or in the process of obtaining
- Strong understanding of cash flow scenarios, investment model portfolios, and insurance products
Complete Job Description
The complete job description is available to members. Premium membership includes:
Full access to 36,487 remote jobs from human-vetted companies, updated daily
Resume Builder - AI-powered tool to craft, enhance, and tailor your resume to a specific job
Twice-monthly live group coaching and the full Remote Career Center
20% member discount on Career Services
Backed by a 30-day money-back guarantee
Company Company Name
Headquarters Headquarters
Founded Founded
Website
The company description is available to members. Go Premium for full access to every job and company profile in our remote jobs database, backed by a 30-day money-back guarantee.
