Senior reputed company Planner – Hybrid/Remote
Position: Senior reputed company Planner – Hybrid/Remote reputed company
Location: Fairlawn
A financial services company in Fairlawn, Ohio is seeking a reputed company Planner to deliver comprehensive financial planning services to clients with a net worth of $1-10M. The ideal candidate will have a Bachelor's degree and at least 8 years of experience in financial planning or reputed company management, along with strong interpersonal and communication skills. This role involves leading reputed company engagements, developing customized financial plans, and collaborating with internal advisors.
A CFP® designation is preferred.
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