CFP Financial Planner

A company is looking for a Financial Planner. Key Responsibilities Develop and deliver comprehensive financial plans for retail clients Analyze clients' financial circumstances and define their goals Manage a pipeline of retail clients and coordinate consultations to present actionable financial solutions Required Qualifications Bachelor's degree or equivalent experience; MBA preferred CFP certification required FINRA Series 7, 63, 65 registrations required 3+ years of experience in financial services or the 401k industry Minimum of 2 years of financial planning experience required