Remote Financial Planner: Shape Clients' Financial Futures

Placements24; Riverton (UT); Remote; USD 80,000 - 120,000; Full time

Benefits offered by this job

Remote work

Health insurance

Retirement plan

Professional development

Flexible schedule

Generous PTO

Job summary

Placements24 is seeking a dedicated Financial Planner for a completely remote role. You will guide clients in achieving financial goals through personalized strategies covering investments, retirement, insurance, and estate planning.

The ideal candidate has a Bachelor's degree in Finance or related field, CFP preferred, 4+ years in financial planning, and strong communication skills. This remote position offers flexible hours and competitive compensation with base salary plus commissions.

Qualifications

• Bachelor's degree in Finance, Economics, Business or related field.
• CFP or equivalent certification highly preferred.
• Minimum 4 years in financial planning or wealth management.
• Strong knowledge of investments, retirement, estate planning.

Responsibilities

• Develop and implement personalized financial plans for clients.
• Analyze clients' financial situations including assets and liabilities.
• Provide advice on investments, risk tolerance, and asset allocation.
• Educate clients on financial products and services.
• Monitor progress and adjust plans as needed.
• Build and maintain long-term client relationships.
• Stay updated on market trends and regulatory changes.
• Collaborate with accountants and attorneys for comprehensive advice.
• Communicate complex concepts clearly to clients.

Skills

Client relationships

Communication

Analytical thinking

Ethical conduct

Education

Bachelor's degree in Finance/Economics/Business

Tools

Financial planning software

CRM systems

Job description

Placements24 is seeking a dedicated Financial Planner for a completely remote role. You will guide clients in achieving financial goals through personalized strategies covering investments, retirement, insurance, and estate planning.

The ideal candidate has a Bachelor's degree in Finance or related field, CFP preferred, 4+ years in financial planning, and strong communication skills. This remote position offers flexible hours and competitive compensation with base salary plus commissions.