Certified Financial Planner (US)

Job Summary

A company is looking for a Financial Planner (US).

Key Responsibilities

• Build customized financial plans and provide actionable guidance to improve members' financial health
• Provide education to empower members to maximize their employer benefits and understand related tax implications
• Support members through various life events and build trusting relationships via text-based chat, phone, and video calls

Required Qualifications

• Active CFP certification required (CPA/PFS, ChFC, or CFA a plus)
• Must be eligible for IAR registration in your state of residence
• Expertise in major financial planning topics including budgeting, investments, and retirement planning
• A track record of providing comprehensive financial plans to clients from diverse backgrounds
• Experience using financial planning software and adaptability to proprietary technology