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Hybrid CFP: into Senior Wealth Planner
Job in
Independence, Montgomery County, Kansas, 67301, USA
Listed on 2026-01-17
Listing for:
Fitzii
Full Time
position Listed on 2026-01-17
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst
Job Description & How to Apply Below
A financial services firm is seeking a Certified Financial Planner to join their team. This full-time position offers a hybrid work model and the opportunity to mentor and grow professionally. The ideal candidate will have a Bachelor’s degree in Commerce or Finance, at least two years of experience in financial planning, and strong analytical skills. This role includes preparing financial plans, maintaining client relationships, and collaborating with team members to deliver exceptional services.
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Position Requirements
10+ Years
work experience
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