Job Details

A company is looking for a Financial Planner.Key ResponsibilitiesDevelop personalized and comprehensive goal-based Financial Plans for advisors to deliver to clientsProvide advice on retirement planning, investment planning, budgeting, and Social Security claiming strategiesSupport advisors with training and coaching on investment and financial planning topicsRequired QualificationsBachelor's degree or equivalent combination of education and relevant experience5+ years of relevant work experienceCurrent and active CFP designationFINRA Series 7 and 65 licenses