Certified Financial Planner
Job in
Troy, Oakland County, Michigan, 48083, USA
Listed on 2026-03-01
Listing for:
Kastler Financial Planning
Full Time, Part Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst, Financial Advisor, Financial Manager
Job Description & How to Apply Below
Role Description
This is a part-time or full-time remote role for a Certified Financial Planner to build a book of business and be responsible for creating customized financial plans, conducting thorough personal financial analyses, and providing clients with comprehensive retirement planning solutions.
Additionally, responsibilities include evaluating client financial situations, crafting strategies to meet financial goals, and staying up to date with the latest developments in financial regulations and trends.
Qualifications- Strong expertise in Financial Planning and Personal Financial Planning
- Certified Financial Planner (CFP) designation is required
- In-depth knowledge of Finance and Retirement Planning
- Excellent communication, interpersonal, and analytical skills
- Proficiency in financial planning software and tools
- Ability to provide client-centric solutions and build lasting relationships
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- Additional certifications or coursework in financial management are a plus
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