California Licensed Senior Financial Planner
Company: VirtualVocations
Location: Pasadena
Posted on: February 1, 2025
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Job Description:
A company is looking for a Senior Financial Planner.
Key Responsibilities
Work directly with members via videoconference, phone, and email to
provide financial planning assistance
Guide members through a unique planning experience, offering both
modular and comprehensive financial advice
Develop and present tailored financial recommendations based on
individual member circumstances
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, Chino Hills , California Licensed Senior Financial Planner, Accounting, Auditing , Pasadena, California
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