CFP Financial Planner
Company: VirtualVocations
Location: Fayetteville
Posted on: February 1, 2025
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Job Description:
A company is looking for a Planner Networking.
Key Responsibilities
Create customized financial plans tailored to members' goals
Build and maintain strong relationships with members through
meetings and exceptional service
Ensure compliance with industry regulations and standards,
including member privacy and data security
Required Qualifications
Minimum of 5 years of experience as a CFP
Ability to take a holistic approach to financial advice
Strong relationship-building skills in a remote environment
Deep understanding of financial products and tools
Commitment to staying updated on training and compliance
Keywords: VirtualVocations, Fayetteville , CFP Financial Planner, Accounting, Auditing , Fayetteville, North Carolina
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