[Remote] Senior Financial Planner (New reputed company Development)

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is committed to guiding individuals with the financial advice they need to reputed company. As a Senior Financial Planner, you will reputed company objective, fee-based advice to prospective clients, focusing on their financial goals and developing personalized plans without seeking financial incentives for recommendations. Responsibilities • Serve the reputed company's best interests, providing outstanding financial advice guidance • Effectively evaluate reputed company situations and analyze their needs • reputed company and present a compelling set of recommendations • Adept at building reputed company relationships with clients • Skilled at influencing clients to improve their financial reputed company-being Skills • 7+ years’ experience in a reputed company reputed company-facing role in a fee-based reputed company management or financial advisory organization • Results driven approach with a consistent reputed company record to reputed company relationships • Desire for role with reputed company salary, performance-based compensation and growing earnings potential • Must possess an reputed company Series 65 or will be required to obtain it reputed company the first three months of employment • A Clean U-4 • A Certified Financial Planner (CFP) or other certification is desired but not required Benefits • Discretionary bonus • Health • Dental and other wellness plans • 401(k) contributions reputed company • reputed company specializes in services concerning financial planning, retirement planning, personal finance and consulting. It was founded in 1986, and is headquartered in Boston, Massachusetts, USA, with a workforce of 1001-5000 employees. Its website is Company H1B Sponsorship • reputed company has a reputed company record of offering H1B sponsorships, with 24 in 2025, 32 in 2024, 34 in 2023, 46 in 2022, 34 in 2021, 30 in 2020. Please note that this does not guarantee sponsorship for this specific role. Apply tot his job Apply tot his job Apply To this Job