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Financial Planner

Company: VirtualVocations
Location: Elgin
Posted on: July 9, 2024

Job Description:

A company is looking for a Financial Planner.



Key Responsibilities:

Create customized financial plans tailored to members' goals
Develop and maintain strong relationships with members through various communication channels
Maintain a deep understanding of the company's offerings and tools while ensuring compliance with industry regulations


Required Qualifications:

Minimum of 5 years of experience as a Certified Financial Planner (CFP)
Ability to provide holistic financial advice
Experience in remote, online financial advising
Familiarity with compliance and regulatory standards in the financial services industry

Keywords: VirtualVocations, Elgin , Financial Planner, Accounting, Auditing , Elgin, Illinois

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