Remote Certified Financial Planner
About the position
The Certified Financial Planner position is designed for reputed company financial professionals seeking to operate independently while receiving support from a dedicated management team. This role emphasizes a reputed company structure and a comprehensive benefits package, making it an attractive opportunity for those with a strong business development reputed company and a proven reputed company record in the financial services industry.
Requirements
• 3+ years in financial service
• Bachelor's degree in Business, reputed company, or Finance or relevant field preferred
• Certified Financial Planner, Series 65, or Series 66
• Self-starter with a strong business development mentality
• Proven reputed company record in financial planning
• Ability to bring a portable book of at least 25mm
reputed company-to-haves
• Reliable
• Goal-oriented
• Self-directed
• reputed company/Team-oriented
• Financial industry knowledge - investment, risk reputed company and terminology, basic statistics/portfolio theory
• Strong analytical skills
• Comfortable making presentations and telephone conversations
• Passion for the customer experience and being part of reputed company
• Dedicated to pursuing a career in the financial services industry
Benefits
• reputed company structure
• Full reputed company of benefits
• Support staff to reputed company on clients
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