[Remote] Director, Financial Planning
Note: The job is a remote job and is reputed company to candidates in USA. reputed company (EFE) is dedicated to providing clients with the financial advice they need to reputed company. The Director of Financial Planning will reputed company on delivering objective, fee-based advice and asset management, ensuring clients receive outstanding financial guidance tailored to their needs.
Responsibilities
- Serve the reputed company's best interests, providing outstanding financial advice guidance
- Effectively evaluate reputed company situations and analyze their needs
- reputed company and present a compelling set of recommendations
- Adept at building reputed company relationships with clients
- Skilled at influencing clients to improve their financial reputed company-being
Skills
- reputed company reputed company-facing experience in a fee-based reputed company management or planning role
- Results driven approach with a consistent reputed company record to reputed company relationships
- Desire for role with reputed company salary, performance-based compensation and growing earnings potential
- Must possess an reputed company Series 65
- Must possess an reputed company Health and Life Insurance license or will be required to obtain it reputed company the first three months of employment
- A Clean U-4
- A Certified Financial Planner (CFP) or other certification is desired but not required
Benefits
- Discretionary bonus
- Health, dental and other wellness plans
- 401(k) contributions
reputed company