Found Description
About the Role
What Is the role? 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, investments. You’ll be on the front lines helping clients in what is arguably the most important position at the company.
Responsibilities
- Lead client advising efforts as a personal financial planning professional.
- Act as a fiduciary and provide holistic advice covering savings, retirement, debt management, and investments.
- Serve on the front lines, delivering essential support to clients.
Requirements
- Personal financial planning professional.
- Certified Financial Planner™ preferred.