Certified Financial Planner

Job Summary

A company is looking for a Financial Success Coach to provide personalized financial guidance to customers.

Key Responsibilities

• Conduct virtual sessions with customers, offering tailored financial guidance
• Utilize AI technology to enhance advice quality and streamline customer interactions
• Engage with prospective customers, promoting the value of personalized financial guidance

Required Qualifications

• Active CFP certification or other relevant designations (CPA, ChFC, AFC may be considered)
• Minimum of 3 years of direct client-facing advising experience
• Comfortable using digital tools and virtual platforms
• Licensed to operate in all U.S. states without affiliation to another broker-dealer or RIA
• Entrepreneurial mindset and ability to manage a flexible schedule in a contract role