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CFP Wealth Planner
Job in
Cary, Wake County, North Carolina, 27518, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
• Prepares financial plans for Wealth Management clients
• Assists teams within wealth management advisory services to identify the most critical client needs
• Responds to questions from wealth management advisors pertaining to specific plans
Requirements
- University (Degree) Preferred
- 2+ Years Required; 3+ Years Preferred
- Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards required Upon Hire
🔍 ATS Optimization Keywords
Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This unique feature helps candidates tailor their applications more effectively — a feature exclusive to Job Tailor job listings.
Soft Skills
- client needs identification
- communication
Certifications & Qualifications
- Certified Financial Planner (CFP)
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