Certified Financial Planner

Job Title : Remote Certified Financial Planner (CFP)

Hourly Pay : $40 - $55 / hour

Summary :

We are seeking a highly qualified Certified Financial Planner (CFP) to join our work-from-home team. In this role, you will provide comprehensive financial planning services to clients, including retirement planning, tax optimization, estate planning, and investment advice. If you hold a CFP certification and have a passion for helping individuals achieve financial security, this is the perfect opportunity for you.

Key Responsibilities :

• Provide comprehensive financial planning services, including retirement, tax, and estate planning
• Develop personalized financial strategies to help clients achieve their long-term financial goals
• Analyze clients' financial situations, including income, expenses, assets, and liabilities
• Advise clients on investments, insurance, and other financial products that align with their goals
• Stay current on financial regulations, investment products, and tax laws
• Monitor clients' financial plans and recommend adjustments as necessary
• Build and maintain strong relationships with clients, ensuring their financial needs are met

Qualifications :

Active Certified Financial Planner (CFP) designation

Proven experience in financial planning or financial advisory roles

Excellent communication and client relationship management skills

Proficiency in financial planning software and tools

Perks & Benefits :

100% remote work flexibility

Competitive hourly pay : $40 - $55

Paid professional development and certification maintenance support

Flexible working hours with options for evenings and weekends

A supportive and collaborative company culture