Certified Financial Planner

Job Summary

Providing comprehensive financial wellness and retirement planning for a large client base, the full-time remote Certified Financial Planner will engage clients, deliver tailored advice, and support long-term financial goals through expert consultations and relationship building.

Key responsibilities

• Deliver certified financial plans and engage participants in needs-based conversations to recommend appropriate solutions
• Provide education on retirement readiness, investment strategies, and financial wellness topics while maintaining accurate documentation
• Act as an Investment Adviser Representative, reviewing client portfolios and conducting proactive outreach to implement financial decisions

Required qualifications

• Bachelor's degree or equivalent combination of education and professional work experience (MBA preferred)
• Certified Financial Planner (CFP) certification required
• FINRA Series 7, 63, and 65 registrations required
• Life insurance license required (must be obtained within corporate-established timelines)
• Minimum 3 years of experience in financial services or the 401(k) industry, with at least 2 years in financial planning