Certified Financial Planner: Holistic Retirement & Wealth Planner
Simplicity Group
Simplicity Group in Summit, NJ is seeking a Certified Financial Planner for a full-time, on-site role. You will deliver comprehensive financial planning services to clients, covering retirement, insurance, investments, and tax considerations, and present Investment Proposals to Advisors. As part of a collaborative team, you will maintain compliance through meticulous documentation and stay current on products and regulations to deliver holistic solutions. This role is exempt with bonus potential. #J-18808-Ljbffr Simplicity Group
Vacancy posted 2 days ago
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