Certified Financial Planner

Company: VirtualVocations
Location: Fullerton
Posted on: April 4, 2025

Job Description:

A company is looking for a Network Financial Planner.
Key Responsibilities

Create customized financial plans based on members' goals
Build and maintain strong relationships with members through meetings and exceptional service
Ensure compliance with industry regulations and maintain product knowledge

Required Qualifications

Minimum of 5 years of experience as a Certified Financial Planner (CFP)
Ability to take a holistic approach to financial advice
Experience in building strong relationships in a remote environment

Keywords: VirtualVocations, Mission Viejo , Certified Financial Planner, Accounting, Auditing , Fullerton, California

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