Financial Planner
Company: VirtualVocations
Location: Gainesville
Posted on: November 7, 2024
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Job Description:
A company is looking for a Financial Planner to provide
personalized financial advice to clients.
Key Responsibilities
Support clients in achieving financial goals across various
objectives such as budgeting, debt management, and retirement
planning
Provide actionable advice to maximize employer benefits and assist
with equity compensation
Deliver financial planning topics through chat, video, and phone
consultations while fostering an engaging client experience
Required Qualifications
CFP designation required; additional designations like CPA/PFS, EA,
or ChFC are a plus
3-5+ years of experience in providing direct financial advice
Clean U-4 and ability to be registered with an RIA in any state
Ability to build trusting relationships in a remote environment
Experience in a fast-paced startup environment with a willingness
to adapt to change
Keywords: VirtualVocations, Port Orange , Financial Planner, Accounting, Auditing , Gainesville, Florida
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