Certified Financial Planner (CFP)

Job Summary

A company is looking for a Financial Advisor to provide personalized financial guidance to customers.

Key Responsibilities

• Conduct virtual sessions with customers to provide education and personalized financial guidance
• Maintain professionalism and ensure advice aligns with the company's educational approach and regulatory requirements
• Engage with existing customers to promote the value of personalized financial guidance and encourage advisory session bookings

Required Qualifications

• Active CFP certification required (other relevant designations may be considered)
• Minimum of 3 years of direct client-facing financial advising experience
• Comfort working in a virtual environment using online meeting platforms and digital tools
• Ability to operate as an independent contractor and manage one's own schedule
• Must not be currently affiliated with another broker-dealer or RIA