Certified Financial Planner Job at Sales Match, Lexington, KY

b2RhdUlRTVVkcGgxemlrWTcxbWc0eGMrMWc9PQ==
  • Sales Match
  • Lexington, KY

Job Description

Job Title: Remote Certified Financial Planner (CFP)
Hourly Pay: $40 - $55/hour

Summary:

We are seeking a highly qualified Certified Financial Planner (CFP) to join our work-from-home team. In this role, you will provide comprehensive financial planning services to clients, including retirement planning, tax optimization, estate planning, and investment advice. If you hold a CFP certification and have a passion for helping individuals achieve financial security, this is the perfect opportunity for you.

Key Responsibilities:

  • Provide comprehensive financial planning services, including retirement, tax, and estate planning
  • Develop personalized financial strategies to help clients achieve their long-term financial goals
  • Analyze clients' financial situations, including income, expenses, assets, and liabilities
  • Advise clients on investments, insurance, and other financial products that align with their goals
  • Stay current on financial regulations, investment products, and tax laws
  • Monitor clients' financial plans and recommend adjustments as necessary
  • Build and maintain strong relationships with clients, ensuring their financial needs are met

Qualifications:

  • Active Certified Financial Planner (CFP) designation

  • Proven experience in financial planning or financial advisory roles

  • Strong understanding of investment, estate, and tax planning strategies
  • Excellent communication and client relationship management skills

  • Ability to work independently in a remote environment while providing high-quality service
  • Proficiency in financial planning software and tools

  • Must have reliable internet and a quiet, dedicated workspace

Perks & Benefits:

  • 100% remote work flexibility

  • Competitive hourly pay: $40 - $55

  • Paid professional development and certification maintenance support

  • Flexible working hours with options for evenings and weekends

  • Opportunities for career advancement within the financial planning industry
  • A supportive and collaborative company culture

Job Tags

Remote job, Hourly pay, Flexible hours, Weekend work, Afternoon shift,

Similar Jobs

University of Alaska Fairbanks

Risk and Emergency Manager Job at University of Alaska Fairbanks

 ...Summary: The University of Alaska Southeast (UAS) has an exciting opportunity for a Risk and Emergency Manager on our Juneau campus. If you are looking for an opportunity to put your knowledge of environmental compliance, occupational safety, and emergency management... 

Amazon

Manager II, Supply Chain, Amazon Intermodal - AZIM Job at Amazon

DescriptionAmazon Transportation Services is looking for a Manager II, Supply Chain to oversee daily freight movement of Amazon Managed...  ...on-time pickup and delivery of freight from vendors, Amazon fulfillment centers (FCs), rail yards and shipper hubs. In the case of... 

UPS

Senior PowerBI Developer - DOMO AI + SQL Job at UPS

 ...velopper chaque jour. Nous savons ce qu'il faut faire pour diriger UPS vers l'avenir : des personnes passionnes dotes d'une...  ...* 8-12 Years**Location:** Chennai, Hybrid**Employment Type:** Full-Time**About UPS**UPS is a global leader in logistics, offering a broad... 

PatientCare EMS

Paramedic (911) - FT Job at PatientCare EMS

 ...SUMMARY: **$10,000 Sign-On Bonus** This position reports to a Supervisor. Paramedics are accountable for responding to all assigned calls in the most appropriate and efficient manner, providing the highest standards of patient care while providing a safe and hazard-... 

Ardent Health

Patient Care Tech / PCT Med Surg Job at Ardent Health

 ...Overview Join our team as a night shift, full-time, Patient Care Technician (PCT) in Tulsa, OK. Why Join Us? Thrive in a People-First Environment and Make Healthcare Better ~ Thrive: We empower our team with career growth opportunities, tuition assistance...