Remote CFP: Retirement & Wealth Strategy Pro

Sales Match; Lexington (KY); Remote; USD 55,104 - 75,768; Part time

Benefits offered by this job

Paid professional development

Flexible working hours

Career advancement opportunities

Collaborative company culture

Job summary

A leading financial services company is seeking a Remote Certified Financial Planner (CFP) to provide comprehensive financial planning services, including retirement, tax, and estate planning. The ideal candidate will have proven experience in financial planning, excellent communication skills, and the ability to work independently in a remote environment. This position offers competitive hourly pay ranging from $40 to $55, flexible working hours, and opportunities for career advancement within the financial planning industry.

Qualifications

• Proven experience in financial planning or advisory roles.
• Strong understanding of investment, estate, and tax planning strategies.
• Excellent communication and client relationship management skills.

Responsibilities

• Provide comprehensive financial planning services, including retirement, tax, and estate planning.
• Develop personalized financial strategies to help clients achieve long-term goals.
• Advise clients on investments, insurance, and financial products.

Skills

Financial planning

Client relationship management

Investment knowledge

Tax planning strategies

Tools

Financial planning software

Job description

A leading financial services company is seeking a Remote Certified Financial Planner (CFP) to provide comprehensive financial planning services, including retirement, tax, and estate planning. The ideal candidate will have proven experience in financial planning, excellent communication skills, and the ability to work independently in a remote environment. This position offers competitive hourly pay ranging from $40 to $55, flexible working hours, and opportunities for career advancement within the financial planning industry.