California Licensed Senior Financial Planner

Company: VirtualVocations
Location: Pasadena
Posted on: February 1, 2025

Job Description:

A company is looking for a Senior Financial Planner.

Key Responsibilities

Work directly with members via videoconference, phone, and email to provide financial planning assistance
Guide members through a unique planning experience, offering both modular and comprehensive financial advice
Develop and present tailored financial recommendations based on individual member circumstances

Required Qualifications

3+ years of experience providing tailored financial recommendations
Knowledge of key financial planning and investment concepts
Licenses: Series 7 and 65
Credentials: CFP designation
Education: Bachelor's degree or higher

Keywords: VirtualVocations, Los Angeles , California Licensed Senior Financial Planner, Accounting, Auditing , Pasadena, California

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California Licensed Senior Financial Planner

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