Certified Financial Planner - job 3 of 4

Job Summary

A company is looking for a Financial Advisor to provide personalized financial guidance to customers.

Key Responsibilities

• Conduct virtual sessions with customers, offering personalized financial education and recommendations
• Engage with existing customers to promote the value of personalized financial guidance
• Utilize AI tools to capture session content and provide feedback for service refinement

Required Qualifications

• Active CFP certification required; other designations such as CPA or ChFC may be considered
• Minimum of 3 years of client-facing financial advising experience
• Ability to operate as an independent contractor and manage one's own schedule
• Comfortable working in a virtual environment using online meeting platforms
• Must be licensed to operate in all US states and not affiliated with another broker-dealer or RIA