Financial Planner

Job Summary

A company is looking for a Financial Planner - Part Time, Remote.

Key Responsibilities:

• Support clients in achieving their financial goals and provide individualized financial advice
• Give actionable advice to improve financial health and maximize employer benefits
• Establish easy to follow action plans to assist clients in reaching their personal financial goals

Qualifications:

• CFP designation required, other designations such as CPA/PFS, EA, ChFC are a plus
• 3+ years of experience in providing financial advice across varying demographics and financial situations
• Ability to build a trusting relationship over video and phone calls
• High level of autonomy and ability to work in a remote environment
• Clean U-4 and able to be registered with an RIA