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Maryland Licensed Financial Planner
Job in
Yonkers, Westchester County, New York, 10701, USA
Listed on 2026-03-05
Listing for:
Virtual Vocations Inc
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Key Responsibilities Develop personalized and comprehensive goal-based Financial Plans for advisors to deliver to clients Provide advice on retirement planning, investment planning, budgeting, and Social Security claiming strategies Update financial plans annually or after significant life events for managed clients
Required Qualifications Bachelor's degree or equivalent combination of education and relevant experience 5+ years of total relevant work experience Current and active CFP designation FINRA Series 7 and 66 licenses (or Series 63 and 65 in lieu of 66)
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