Series 7 and 65 Licensed Financial Planner
Company: VirtualVocations
Location: Toledo
Posted on: February 4, 2025
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Job Description:
A company is looking for a Financial Planner.
Key Responsibilities
Work directly with members via videoconference, phone, and
email
Guide members through the financial planning experience, providing
both modular advice and comprehensive planning
Develop and present specific recommendations based on members'
unique circumstances
Required Qualifications
3+ years of experience providing tailored financial
recommendations
Knowledge of key financial planning and investment concepts
Licenses: Series 7 and 65
Bachelor's degree or higher
Self-motivated and able to work independently
Keywords: VirtualVocations, Warren , Series 7 and 65 Licensed Financial Planner, Accounting, Auditing , Toledo, Michigan
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