We are looking for a personal financial planning pro (Certified Financial Planner preferred) who will lead our client advising efforts. You will be a fiduciary who works with clients providing holistic advice on areas including : saving, retirement, debt management, and investments. You will be on the front lines helping clients in what is arguably the most important position at the company.
Your Role
As a personal financial planner, you will :
Requirements
We are looking for a personal financial planning pro (Certified Financial Planner preferred) who will lead our client advising efforts. You will be a fiduciary who works with clients providing holistic advice on areas including : saving, retirement, debt management, and investments.
We offer you
Apply today
If you are passionate about helping clients achieve their financial goals, we encourage you to apply.
#J-18808-Ljbffr
Head Of Marketing • San Francisco, CA, United States