Certified Financial Planner

A company is looking for a Financial Planner to provide comprehensive financial wellness and retirement planning for clients. Key Responsibilities Deliver certified, comprehensive financial plans for large and mega clients Engage participants in needs-based conversations to recommend appropriate financial solutions Provide education on retirement readiness and maintain client relationships through personalized service Required Qualifications and Education Bachelor's degree or equivalent experience; MBA preferred Certified Financial Planner (CFP) certification required FINRA Series 7, 63, and 65 registrations required Life insurance license required (to be obtained within corporate timelines) Minimum 3 years of experience in financial services or the 401(k) industry, with at least 2 years in financial planning

Jun 20, 2025 - 19:40

A company is looking for a Financial Planner to provide comprehensive financial wellness and retirement planning for clients. Key Responsibilities Deliver certified, comprehensive financial plans for large and mega clients Engage participants in needs-based conversations to recommend appropriate financial solutions Provide education on retirement readiness and maintain client relationships through personalized service Required Qualifications and Education Bachelor's degree or equivalent experience; MBA preferred Certified Financial Planner (CFP) certification required FINRA Series 7, 63, and 65 registrations required Life insurance license required (to be obtained within corporate timelines) Minimum 3 years of experience in financial services or the 401(k) industry, with at least 2 years in financial planning