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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