Financial Planner

Financial Planner focuses on develop prospects. building and maintaining a market profile in the assigned market area. networking with investment industry specialists while managing a small budget for independ.

Confirmed role details

• Develop prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independ.
• Do you have the skills that will enable you to succeed in this role?
• 3-years of experience in financial planning and investment sales.
• You have successfully completed a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation.