Remote CFP: Wealth & Retirement Planning Expert
Vets2industry
Yancey, TX
- Remote job
Vets2industry is seeking a Certified Financial Planner for a remote, flexible role. You will deliver comprehensive financial planning services, assess client situations, and develop plans across retirement, investments, tax, insurance, and estate strategies. Responsibilities include virtual meetings, presenting recommendations, updating plans as circumstances change, monitoring portfolios, maintaining records, and ensuring compliance while collaborating with the team to deliver high-quality #J-18808-Ljbffr Vets2industry
Vacancy posted 3 days ago
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