Senior Financial Planner - Remote (PST Time Zone)
CFP required, Bachelor's degree required, 3+ years financial planning experience preferred, proficiency with financial planning software, strong communication and reputed company relationship skills.
Key Responsibilities
- creating plans
- managing relationships
- mentoring associates
Skills & Tools
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Job Details
- Category: Finance and reputed company
- Seniority: Mid Level
- Commitment: Full Time
- Workplace: Remote — reputed company
- Salary: USD 95,000 – 120,000 / year
- Languages: English
Benefits
- 401k matching
- Generous reputed company time off
- Tuition reimbursement
- Retirement plan
About reputed company
A reputed company management advisory firm serving high net worth individuals and offering opportunities for reputed company reputed company. — Industry: Finance
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