Remote Certified Financial Planner
About the positionThe Certified Financial Planner position is designed for experienced financial professionals seeking to operate independently while receiving support from a dedicated management team. This role emphasizes a competitive pay structure and a comprehensive benefits package, making it an attractive opportunity for those with a strong business development mindset and a proven track record in the financial services industry. Requirements• 3+ years in financial service• Bachelor's degree in Business, Accounting, or Finance or relevant field preferred• Certified Financial Planner, Series 65, or Series 66• Self-starter with a strong business development mentality• Proven track record in financial planning• Ability to bring a portable book of at least 25mmNice-to-haves• Reliable• Goal-oriented• Self-directed• Collaborative/Team-oriented• Financial industry knowledge - investment, risk management concepts and terminology, basic statistics/portfolio theory• Strong analytical skills• Comfortable making presentations and telephone conversations• Passion for the customer experience and being part of a team• Dedicated to pursuing a career in the financial services industryBenefits• Competitive pay structure• Full range of benefits• Support staff to focus on clients Apply tot his job