Remote Wealth Planner I

Job Summary

A financial solutions company is seeking a Remote Wealth Planner I.

Core Responsibilities Include:

• Providing ongoing support to help advisors and clients implement planning strategies and recommendations
• Preparing alternative proposals (what-if options) for the client
• Preparing financial analyses for clients, including retirement analysis, estate-planning analysis

Required Skills:

• Bachelor's degree in a related field
• Certified Financial Planner (CFP)
• Three (3) years of financial planning experience
• Excellent problem-solving and interpersonal skills
• Excellent verbal and written communication skills