Certified Financial Planner

Vets2industry; Yancey (TX); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Vets2industry is seeking a Certified Financial Planner for a remote, flexible role. You will deliver comprehensive financial planning services, assess client situations, and develop plans across retirement, investments, tax, insurance, and estate strategies.

Responsibilities include virtual meetings, presenting recommendations, updating plans as circumstances change, monitoring portfolios, maintaining records, and ensuring compliance while collaborating with the team to deliver high-quality

Qualifications

• Strong problem-solving abilities.
• Excellent written and verbal communication skills.
• Proven leadership abilities.
• Client-focused mindset with a service orientation.
• High ethical standards and integrity in advisory work.

Responsibilities

• Deliver comprehensive financial planning services to a diverse client base.
• Assess clients’ financial situations and develop personalized plans across retirement, investments, tax, insurance, and estate strategies.
• Conduct virtual client meetings and present clear, actionable recommendations; update plans as circumstances change.
• Monitor portfolio performance, maintain accurate records, and ensure regulatory compliance.

Skills

Problem-solving

Communication

Leadership

Client-focused

Ethics

Job description

Description:

Our company is growing very fast. We focuses on helping individuals and families build, protect, and manage their wealth. The agency provides personalized guidance across areas such as retirement planning, investments, and comprehensive financial strategies. Our company values integrity, transparency, and client education, aiming to build long-term relationships based on trust. Team members collaborate in a supportive environment that encourages professional development, continuous learning, and high-quality client service.

Role:

The Certified Financial Planner is a full-time/part-time, remote role responsible for delivering comprehensive financial planning services to a diverse client base. Day-to-day tasks include assessing clients’ financial situations, developing personalized financial plans, and advising on retirement, investment, tax, insurance, and estate strategies. The role involves conducting virtual client meetings, preparing and presenting clear recommendations, and updating plans as client circumstances and market conditions change. The planner will also monitor portfolio performance, maintain accurate records, ensure compliance with regulatory requirements, and collaborate with internal team members to enhance client service. This position requires proactive communication, strong analytical skills, and a commitment to ethical, client-centered advice.

Skills/ Qualifications:

• Problem-solving abilities
• Strong written and verbal communication
• Leadership abilities
• Client-focused mindset
• High ethical standards.