Remote CFP® Financial Planner — Lead Strategy & Growth
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Confidence Wealth Management is seeking an Experienced Financial Planner, CFP® (Remote) to serve as the primary relationship owner for a book of client households. You will set planning strategies, lead meetings, and grow assets managed by the firm.
Role requires CFP certification, Series 65 license, and 5+ years delivering comprehensive financial plans. This fully virtual position offers a Pacific-time training window and competitive compensation with bonus potential.
Our team is growing, and we are hiring a Remote CFP® Financial Planner — Lead Strategy & Growth in United States.
Join Simply Paraplanner and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Remote CFP® Financial Planner — Lead Strategy & Growth role at Simply Paraplanner, based in United States.
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