The Prime Search Group is seeking a Sr. Financial Planner to join a leading subscription-based financial planning company. In this role, you will provide actionable financial advice and conduct virtual meetings with clients to help them achieve their financial goals.
You will work closely with the Trading and Investment Ops teams to manage portfolios while building trust with clients. The position offers a salary, bonuses, and comprehensive benefits including a 401(k) match.
#J-18808-LjbffrRemote Senior Financial Planner | CFP & Holistic Planning in workfromhome at Unknown Company
This position is listed as full time and onsite.