We are looking for a personal financial planning professional (Certified Financial Planner preferred) to lead our client advising efforts. You will act as a fiduciary, providing holistic advice on areas including: saving, retirement, debt management, and investments. This role places you on the front lines, helping clients in a crucial position within our company.
About you
We are particularly interested in candidates with experience in personal financial planning. While you may not be familiar with all the technologies in our stack, you are motivated to learn deeply. You care about security, code quality, scalability, performance, and simplicity. Above all, you strive for operational excellence and adhere to best practices.
What is the role?
You will serve as a fiduciary, working with clients to provide comprehensive advice on saving, retirement, debt management, and investments.
Responsibilities
Requirements
Certified Financial Planner designation preferred, with experience in personal financial planning.
We offer you
J-18808-Ljbffr
#J-18808-Ljbffr...Department: SOM KC Neurology - Huntington Disease General Neurology Staff Position Title: Senior Clinical Research Nurse - Neurology Job Family Group: Professional Staff Summary: The Huntington Disease Research Coordinator's position will include working...
...We're seeking Bilingual Administrative Virtual Assistants (Remote) People residing in Venezuela... ...document creation, online filing, data entry, and maintenance. Customer service... ...Multibam, WiPod, etc.) Benefits Entry-level payment rates: $4/hr (approx $640-740/...
...everywhere & always. Want in? Join the #VTeamLife. What youll be doing The GN&T Network Security team is looking for a highly motivated and experienced Senior Engineer to join the Security Defense organization. The Defense teams are responsible for owning the...
...efficient manner. The trainee is required to work within the role of a non-certified nursing... ...time off package to maintain a healthy home-work balance. For more information about Total... .... Req Number: R-0223254 Job Function: Student Services Featured: No...
...Job Description Job Description Trust Officer Wilmington, DE | Wealth Management | DE Trusts | UHNW Clients Join a leading and growing Trust Company in Wilmington as a Trust Officer supporting ultra-high-net-worth (UHNW) clients in comprehensive trust and...