Certified Financial Planner

Job Summary

A company is looking for a Financial Planner to provide comprehensive financial wellness and retirement planning for clients.

Key Responsibilities

• Deliver certified, comprehensive financial plans for large and mega clients
• Engage participants in needs-based conversations to recommend appropriate financial solutions
• Provide education on retirement readiness and maintain client relationships through personalized service

Required Qualifications and Education

• Bachelor's degree or equivalent experience; MBA preferred
• Certified Financial Planner (CFP) certification required
• FINRA Series 7, 63, and 65 registrations required
• Life insurance license required (to be obtained within corporate timelines)
• Minimum 3 years of experience in financial services or the 401(k) industry, with at least 2 years in financial planning