Senior Financial Planner with Series 7 and 65
Company: VirtualVocations
Location: Fullerton
Posted on: March 6, 2025
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Job Description:
A company is looking for a Senior Financial Planner to assist
members in achieving their financial goals.
Key Responsibilities
Work directly with members via videoconference, phone, and
email
Guide members through financial planning experiences tailored to
their needs
Develop and present actionable financial recommendations based on
members' situations
Required Qualifications
3+ years of experience providing tailored financial
recommendations
Knowledge of key financial planning and investment concepts
Licenses: Series 7 and 65
Credentials: CFP designation
Education: Bachelor's degree or higher
Keywords: VirtualVocations, Fullerton , Senior Financial Planner with Series 7 and 65, Accounting, Auditing , Fullerton, California
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