FullertonRecruiter Since 2001
the smart solution for Fullerton jobs

Sr Financial Planner

Company: VirtualVocations
Location: Fullerton
Posted on: November 20, 2023

Job Description:

A company is looking for a Sr. Financial Planner for remote full-time planning.
Key Responsibilities:

Serve as a financial life coach for members, providing comprehensive financial planning and a high-quality member experience
Build strong relationships with members through exceptional service and timely responses
Offer comprehensive advice on critical planning topics and continuously monitor and review members' financial performance


CFP designation
3-5+ years of member facing financial planning experience
Availability to work two nights per week and occasional weekends
Excellent computer skills and ability to learn in-house software and tools
Ability to work independently and as a member of a team, with exceptional time and calendar management skills

Keywords: VirtualVocations, Fullerton , Sr Financial Planner, Accounting, Auditing , Fullerton, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Fullerton RSS job feeds