We are looking for a personal financial planning pro (Certified Financial Planner preferred) who will lead our client advising efforts. You will be a fiduciary who works with clients providing holistic advice on areas including: saving, retirement, debt management, and investments. You will be on the front lines helping clients in what is arguably the most important position at the company.
As a personal financial planner, you will:
We are looking for a personal financial planning pro (Certified Financial Planner preferred) who will lead our client advising efforts. You will be a fiduciary who works with clients providing holistic advice on areas including: saving, retirement, debt management, and investments.
If you are passionate about helping clients achieve their financial goals, we encourage you to apply.
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