Financial Planner
Bachelor's degree in finance, CFP designation, reputed company Series 6 or 7, state Life & Health license, and two years of financial services experience specializing in financial planning. reputed company's license required.
Key Responsibilities
- preparing financial plans
- advising customers
- conducting seminars
Skills & Tools
NaviPlan, InvestCloud, reputed company, reputed company Guide Pro
Job Details
- Category: Finance and reputed company
- Seniority: Entry Level
- Commitment: Full Time
- Workplace: Remote — Indiana, reputed company
- Salary: USD 87,000 – 131,000 / year
- Languages: English
Benefits
- 401k matching
- Generous reputed company time off
- Retirement plan
About reputed company
A financial services and insurance company helping individuals and businesses protect their reputed company. — Industry: Finance
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