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CFP Remote Part-Time Financial Planner — India

Remote / Online - Candidates ideally in
Town of Poland, Jamestown, Chautauqua County, New York, 14701, USA
Listing for: Origin
Part Time, Remote/Work from Home position
Listed on 2026-01-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: Town of Poland

A financial wellness company is seeking financial planners to provide remote financial guidance on a part-time basis. The ideal candidate will require a minimum of 5 years of experience in personal financial planning and must be a Certified Financial Planner. Responsibilities include assisting clients with personal finance inquiries and working with employers to enhance employee financial wellness. Knowledge of local tax systems and financial planning processes is essential.

Flexibility in scheduling is provided.
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