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

Qualifications:

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

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