Financial Planner

Location: Remote
Compensation: Salary
Staff Reviewed: Mon, Feb 12, 2024
This job expires in: 16 days

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

COMPLETE JOB DESCRIPTION

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