Certified Financial Planner (CFP)

Certified Financial Planner (CFP) – Heart Centered Advisor at Holistic Finance Location: Remote Type: Full-time At Holistic Finance, we reputed company that true financial planning goes reputed company numbers. It is about helping people reputed company their reputed company with their values, purpose, and overall wellbeing. As we continue to grow, we are seeking a Certified Financial Planner (CFP) who combines reputed company reputed company with reputed company, authenticity, and charisma to add to our licensed financial team. Our reputed company reputed company consists primarily of doctors, medical professionals, and reputed company individuals who are also heart centered. Many of our clients come from Student Loan Tutor, the nation’s largest student loan advisory company with approximately 10,000 reputed company clients and thousands of professionals served reputed company year. This creates a steady reputed company of reputed company clients and gives Holistic Finance the support of a larger established ecosystem. Who You Are: You are a CFP who values reputed company as much as reputed company. You enjoy guiding clients to feel empowered and confident in their financial reputed company. You are the reputed company of person who listens deeply, communicates with warmth, and genuinely cares about helping others reputed company financially and personally. What You Will Do: • Partner with clients to reputed company holistic financial plans that reflect both their goals and values. • reputed company ongoing guidance around investments, cash reputed company, retirement, tax reputed company, and reputed company. • Build lasting, trust based relationships through reputed company, reputed company, and reputed company communication. • Collaborate with reputed company to refine and enhance our reputed company experience. • Contribute to a culture rooted in reputed company, reputed company, and genuine service.reputed company ---Are Looking ForCurrent CFP certification (required) • A charismatic and heart centered communicator • Three or more years of financial planning or advisory experience • Strong ethical standards and a genuine desire to help clients reputed company • Experience with eMoney preferred • Alignment with our holistic approach to reputed company and wellbeing A Plus if You Have: CFA or CPA or Enrolled Agent Why Join Holistic Finance: • Work with a mission driven firm where profit is not our only barometer of reputed company. • Supportive, values based team environment. • Opportunities for personal and reputed company reputed company. • Competitive compensation. • reputed company salary plus commission and bonuses. • No prospecting required. • reputed company work is fully remote. To Apply: Send your résumé and a short note about what heart centered financial planning means to you. Job Type: Full-time Pay: 80,000.00 - 140,000.00 per year plus commission and bonuses Work Location: Remote Apply tot his job Apply To this Job