💼 Financial Planner

Company
Creative Planning
Location
Charlotte, NC
Date posted
2025-01-16
Job Type
None
Industry
Accounting / Finance
Description
The Financial Planner is responsible for the last five of six steps in the CFP Board’s Financial Planning Process. This individual interacts with clients daily to gather information, analyze information, develop recommendations, implement recommendations and monitor the financial plans of their clients. The Planner collaborates with one or more Wealth Managers in the firm to deliver expert, comprehensive financial advice to their clients. We do not accept resume submissions from third-party...See full description
Important Skills Hard skillsSoft Skills
Financial planning Investment strategies Tax planning Retirement planning Estate planning Risk management Insurance planning Communication Analytical thinking Problem-solving Attention to detail Time management
Apply on Site

Similar Jobs

💼 Financial Advisor

🏢 Equitable Advisors

🌎 Charlotte, NC
💼 Financial Services Professional

🏢 Equitable Advisors

🌎 Raleigh, NC
👩🏿‍💼 Wealth Management Advisor

🏢 Equitable Advisors

🌎 Charlotte, NC
💼 Entry Level - Financial Advisor

🏢 Equitable Advisors

🌎 Raleigh, NC
💼 Senior Financial Analyst

🏢 Vaco

🌎 Raleigh, NC
👨🏽‍💼 Wealth Management Associate - Entry Level

🏢 Equitable Advisors

🌎 Charlotte, NC
Discover tailored job recommendations at PromptYourJob™ © by easily uploading your resume without the need to signup. No Resume? Try our innovative search functionality powered by AI. Click the button below to find the best job matches for you.
    See more  ➤