Lead Certified Financial Planner

Globalchannelmanagement
Any Location, IL
Category Finance
Job Description
Lead Certified Financial Planner is responsible for serving as the main point of contact for clients, preparing financial plans, and building relationships.

Requirements

  • Series 65 or 66
  • 3+ years of experience as a Financial Planner
  • CFP designation
  • Life Insurance license
  • Bachelor's Degree from an accredited college or university
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