CFP Financial Planner
Location: Remote
Compensation: Salary
Reviewed: Thu, Apr 10, 2025
This job expires in: 15 days
Job Summary
A company is looking for a Financial Planner - Remote.
Key Responsibilities
- Review incoming member messages to determine urgency and appropriate actions during Senior Planners' absence
- Synthesize member needs and coordinate solutions with team members
- Manage a small group of members, guiding them through the planning process and motivating them to take action on advice
Required Qualifications
- CFP designation
- 1+ years of member-facing financial planning experience
- Excellent computer skills and ability to learn in-house software and tools
- Exceptional time management abilities
- Ability to thrive in a remote environment
COMPLETE JOB DESCRIPTION
The job description is available to subscribers. Subscribe today to get the full benefits of a premium membership with Virtual Vocations. We offer the largest remote database online...
Company Overview
Company Company Name
Headquarters Headquarters
Founded Founded
Website
BBB URL BBB URL
The company description is available to subscribers. Subscribe today to get the full benefits of a premium membership with Virtual Vocations. We offer the largest remote database online...
BECOME A PREMIUM MEMBER TO
UNLOCK FULL JOB DETAILS & APPLY
- ACCESS TO FULL JOB DETAILS AND APPLICATION INFORMATION
- HUMAN-SCREENED REMOTE JOBS AND EMPLOYERS
- COURSES, GROUP CAREER COACHING AND RESOURCE DOWNLOADS
- DISCOUNTED CAREER SERVICES, RESUME WRITING, 1:1 COACHING AND MORE
- EXCELLENT CUSTOMER SUPPORT FOR YOUR JOB SEARCH
