Remote Wealth Planner I

Job is Expired

Location: Nationwide

Compensation: To Be Discussed

Staff Reviewed: Fri, Feb 24, 2023

Job Category: Account Management

Remote Level: 100% Remote

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Experienced, Senior Level

Education Level: Bachelors

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

COMPLETE JOB DESCRIPTION

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Job is Expired

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Remote Wealth Planner I

Job Summary

COMPLETE JOB DESCRIPTION

Company Overview

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