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Remote Lead Financial Planner

Job is Expired
Location: Nationwide
Compensation: Salary
Staff Reviewed: Fri, Sep 20, 2019
Job Category: Financial
Weekly Hours: Full Time
Employment Status: Permanent
Employer Type: Employer
Career Level: Experienced
Education Level: Bachelors

Job Summary

A wealth management company needs applicants for an opening for a Remote Lead Financial Planner.

Individual must be able to fulfill the following responsibilities:

  • Act as a financial life coach for clients
  • Professionally and objectively build and deliver custom financial plans to clients
  • Prepare for client meetings

Qualifications Include:

  • Participate in client meetings
  • Background and experience in the financial services industry
  • CFP designation
  • Excellent computer skills
  • Bachelor’s degree or higher

COMPLETE JOB DESCRIPTION

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