Job Summary
An educational services provider is filling a position for a Remote Wealth Management Instructor in Portland.
Must be able to:
- Create an outstanding learning environment for each student
- Keep class on task
- Serve as industry expert while keeping the focus on the education content
Must meet the following requirements for consideration:
- Ability to travel as needed
- 5+ years experience in financial planning, specifically client facing
- Certified Financial Planner, CPA, or JD for CFP course in tax/estate planning
- Proficient in MS Word, Excel and Powerpoint
