Certified Financial Planner - job 1 of 4

Job Summary

A company is looking for a Financial Planning Manager who will develop financial plans and analyze financial data.

Key Responsibilities

• Develop financial plans and provide investment advice
• Monitor client portfolios and conduct detailed financial analyses
• Collaborate with sales teams to meet client goals

Required Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field
• Certified Financial Planner (CFP) or similar certification preferred
• Financial planning and investments skills
• Experience in sales and client relationship management
• Experience in the healthcare industry is a plus