Certified Financial Planner - Transform Lives through Strategic Financial Planning
Employer
Identified Talent Solutions
Salary
$130k-$160k (estimated pay)
Location
Irvine, CA
Employment Type
Full-time
Сategory
Financial Advisors
Description
Join our team as a Certified Financial Planner providing comprehensive financial planning advice, with specialized support and unparalleled professional development.
Qualifications
- CFP® credential
- 5 years of industry experience
- ability to assess client needs and financial goals
Responsibilities
- provide comprehensive financial planning advice
- deliver financial plans to clients
- manage client relationships
Working Hours
9am-5pm, Monday-Friday
Benefits
- professional development opportunities
- client support teams
- marketing and business development assistance
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