Remote CFP: Personal Finance Planner & Advisor

Origin; Remote; PLN 180,000 - 240,000; Part time

Job summary

A fast-paced startup in wealth management seeks a Financial Planner to provide personalized financial recommendations to clients. You will help individuals from various backgrounds achieve their financial goals through customized plans and strong relationships. Ideal candidates have at least 5 years of experience as a CFP and possess a holistic approach to financial advice. The role is part-time, offers flexible hours, and is remote.

Benefits

Flexible hours

Competitive hourly rate

Qualifications

• Minimum of 5 years of experience as a CFP.
• Ability to create strong relationships in a remote environment.

Responsibilities

• Publish customized financial recommendations for members’ goals.
• Build and maintain strong relationships with members.
• Ensure compliance with industry regulations.

Skills

Holistic financial advice

Relationship building

Job description

A fast-paced startup in wealth management seeks a Financial Planner to provide personalized financial recommendations to clients. You will help individuals from various backgrounds achieve their financial goals through customized plans and strong relationships. Ideal candidates have at least 5 years of experience as a CFP and possess a holistic approach to financial advice. The role is part-time, offers flexible hours, and is remote.