Job Description

Overview

We are looking for a personal financial planning professional (Certified Financial Planner preferred) who will lead our client advising efforts. You will be a fiduciary who works with clients providing holistic advice on saving, retirement, debt management, and investments.

Responsibilities

  • Lead client advising efforts, providing holistic financial advice on saving, retirement, debt management, and investments.
  • Act as a fiduciary.

Requirements

  • Certified Financial Planner (CFP) preferred.
  • Experience providing holistic financial advice on saving, retirement, debt management, and investments.

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