CFP Financial Planner

Job Summary

A company is looking for a Financial Planner (EPW - Retail).

Key Responsibilities

• Develop and deliver comprehensive financial plans for retail clients
• Analyze clients' financial situations and present actionable next steps
• Manage client relationships and support Financial Advisors in enhancing client experiences

Required Qualifications

• Bachelor's degree or equivalent experience; MBA preferred
• CFP certification required
• FINRA Series 7, 63, and 65 registrations required
• 3+ years of experience in financial services or 401k industry
• Minimum of 2 years of financial planning experience required