Remote Financial Planner

Job Summary

A company is looking for a Remote Financial Planner.

Key Responsibilities

• Develop personalized financial plans for clients based on their goals and needs
• Conduct financial analysis and provide investment recommendations
• Maintain ongoing client relationships and adjust plans as necessary

Required Qualifications

• Bachelor's degree in finance, accounting, or a related field
• Relevant financial planning certification (e.g., CFP, CFA)
• Experience in financial planning or advisory roles
• Strong understanding of investment strategies and financial markets
• Proficiency in financial planning software and tools