Certified Financial Planner Job at Sales Match, Lexington, KY

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  • 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,

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