CFP Financial Planner

Job Summary

A company is looking for a Financial Planner.

Key Responsibilities

• Develop and deliver comprehensive financial plans for retail clients
• Analyze clients' financial circumstances and define their goals
• Manage a pipeline of retail clients and coordinate consultations to present actionable financial solutions

Required Qualifications

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