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Financial Planner

VirtualVocations
Fort Worth, Texas, United States
Full-time

A company is looking for a Financial Planner to provide personalized financial advice to clients.Key ResponsibilitiesSupport clients in achieving financial goals across various objectives such as budgeting, debt management, and retirement planningProvide actionable advice to maximize employer benefits and assist with equity compensationDeliver financial planning topics through chat, video, and phone consultations while fostering an engaging client experienceRequired QualificationsCFP designation required;

additional designations like CPA / PFS, EA, or ChFC are a plus3-5+ years of experience in providing direct financial adviceClean U-4 and ability to be registered with an RIA in any stateAbility to build trusting relationships in a remote environmentExperience in a fast-paced startup environment with a willingness to adapt to change

7 days ago
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