Certified Financial Planner (CFP)

Job Summary

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

Key Responsibilities

• Conduct virtual sessions with customers to provide education and personalized financial recommendations
• Engage with prospective clients and encourage them to book advisory sessions
• Utilize AI tools to capture session content and provide feedback for service refinement

Required Qualifications

• Active CFP certification required; other relevant designations may be considered
• Minimum of 3 years of direct client-facing financial advising experience
• Ability to operate as an independent contractor and manage own schedule
• Must be properly licensed to operate in all US states
• Must not be currently affiliated with another broker-dealer or RIA