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Senior Financial Planner - Remote (PST Time Zone)
Work from home
#779492
Remote / WFH
FlexBoard
Job Description
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 reputed company, reputed company Teams, Office Suite, Tamarac, eMoney, reputed company Guide Pro, reputed company reputed company Analyzer, Advisys, Zilculator, Holistiplan, Planner CS, reputed company 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 Apply To This Job
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