Remote Senior Financial Planning Consultant
Job Summary
A financial advisory firm needs applicants for an opening for a Remote Senior Financial Planning Consultant.
Individual must be able to fulfill the following responsibilities:
- Develop relationships with financial professionals
- Increase the number of financial professionals
- Help financial professionals develop and evaluate fundamental financial planning strategies
Must meet the following requirements for consideration:
- Bachelor’s Degree from accredited university in financial planning or other relevant area of focus
- FINRA Series 7 and 66 (65 & 63)
- Minimum 5 years of relevant financial planning experience
- Proficiency with Envestnet MoneyGuide or eMoney financial planning software
COMPLETE JOB DESCRIPTION
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