Financial Planner - Remote

Overview

The Financial Planner will work closely with clients and advisors to design, execute, and monitor individualized financial plans, requiring deep financial expertise and a passion for helping clients make informed decisions.

In Short

• Develop and present customized financial plans.
• Continuously monitor and adjust financial plans.
• Provide investment guidance based on market trends.
• Educate clients on financial principles and strategies.
• Ensure compliance with regulatory standards.
• Maintain accurate client financial profiles.
• Collaborate with financial advisors and specialists.
• Build and maintain long-term client relationships.
• Identify opportunities to enhance client engagement.
• 5+ years of experience in financial planning required.

Requirements

• Bachelor’s degree in Finance, Economics, or related field.
• Certified Financial Planner (CFP) designation required.
• Strong knowledge of estate planning and tax strategies.
• Proficiency in financial planning software.
• Excellent communication skills.
• Strong analytical and problem-solving skills.
• Exceptional organizational and time management skills.

Benefits

• Competitive Salary & Incentive Structure.
• Collaborative, Growth-Oriented Team Culture.
• Work-Life Balance & Flexible Scheduling Options.
• Engage in Meaningful Work That Impacts Clients’ Financial Futures.