CFP Financial Planner

Job Summary

A company is looking for a Network Financial Planner.

Key Responsibilities

• Create customized financial plans based on members' goals
• Build and maintain strong relationships with members through meetings and exceptional service
• Ensure compliance with industry regulations and standards

Required Qualifications

• Minimum of 5 years of experience as a Certified Financial Planner (CFP)
• Ability to take a holistic approach to financial advice
• Strong understanding of financial products and tools
• Experience in a remote, online environment