Certified Financial Planner
Company: VirtualVocations
Location: Fullerton
Posted on: April 4, 2025
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Job Description:
A company is looking for a Network Financial Planner.
Key Responsibilities
Create customized financial plans based on members' goals
Build and maintain strong relationships with members through
meetings and exceptional service
Ensure compliance with industry regulations and maintain product
knowledge
Required Qualifications
Minimum of 5 years of experience as a Certified Financial Planner
(CFP)
Ability to take a holistic approach to financial advice
Experience in building strong relationships in a remote
environment
Keywords: VirtualVocations, Oxnard , Certified Financial Planner, Accounting, Auditing , Fullerton, California
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