Certified Financial Planner| USA (Remote)

Must-Haves

Minimum 3+ years of experience in Personal Financial Advisory or Private Wealth Management.

Experience in Financial Planning, Investment Management, Retirement Planning (401k, IRA), and Tax Planning.

Experience advising High-Net-Worth Individuals (HNI) or Mass Affluent clients.

Strong Client Relationship Management and communication skills.

Knowledge of Regulatory Compliance and personal finance regulations.

CFP or CFA certification is mandatory.

Pay: $50.00 - $110.00 per hour

Work Location: Remote

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