CFP Financial Planner

Job Summary

A company is looking for a Network Financial Planner.

Key Responsibilities

• Create customized financial plans tailored to members' goals
• Build and maintain strong relationships with members through meetings and exceptional service
• Ensure compliance with industry regulations and maintain product knowledge

Required Qualifications and Education

• Minimum of 5 years of experience as a Certified Financial Planner (CFP)
• Ability to provide holistic financial advice
• Experience in building relationships in a remote environment
• Deep understanding of financial products and tools
• Commitment to compliance with privacy and data security standards