Remote Lead Financial Planner - New York


: $133,820.00 - $169,860.00 /year *

Employment Type

: Full-Time


: Financial Services - Banking/Investment/Finance

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A wealth management company needs applicants for an opening for a Remote Lead Financial Planner.Individual must be able to fulfill the following responsibilities: Act as a financial life coach for clientsProfessionally and objectively build and deliver custom financial plans to clientsPrepare for client meetingsQualifications Include:Participate in client meetingsBackground and experience in the financial services industryCFP designationExcellent computer skillsBachelors degree or higher * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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