Job Description

About the Role

What Is the role? We are looking for a personal financial planning pro (Certified Financial Planner™ preferred) who will lead our client advising efforts. You will be a fiduciary who works with clients providing holistic advice on areas including: saving, retirement, debt management, investments. You’ll be on the front lines helping clients in what is arguably the most important position at the company.

Responsibilities

  • Lead client advising efforts as a personal financial planning professional.
  • Act as a fiduciary and provide holistic advice covering savings, retirement, debt management, and investments.
  • Serve on the front lines, delivering essential support to clients.

Requirements

  • Personal financial planning professional.
  • Certified Financial Planner™ preferred.

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