Certified Financial Planner - US

A company is looking for a Financial Planner (US). Key Responsibilities Build customized financial plans and provide actionable guidance to improve members' financial health Provide education to empower members to maximize their employer benefits and understand related tax implications Support members through various life events and build trusting relationships via text-based chat, phone, and video calls Required Qualifications Active CFP certification required (CPA/PFS, ChFC, or CFA a plus) Must be eligible for IAR registration in your state of residence Expertise in major financial planning topics including budgeting, investments, and retirement planning A track record of providing comprehensive financial plans to clients from diverse backgrounds Experience using financial planning software and adaptability to proprietary technology