State Licensed Senior Financial Planner

Job Summary

A company is looking for a Senior Financial Planner.

Key Responsibilities

• Work directly with members via videoconference, phone, and email to provide financial guidance
• Develop actionable financial recommendations based on members' unique circumstances and goals
• Collaborate with team members to improve the financial planning experience using member feedback

Required Qualifications

• 3+ years of experience in providing tailored financial recommendations
• Knowledge of key financial planning and investment concepts
• Licenses: Series 7 and 65
• Credentials: CFP designation
• Education: Bachelor's degree or higher