Remote Certified Financial Planner

GPAC • Orlando, FL

387d • Remote

About The Position

The Certified Financial Planner position is designed for experienced financial professionals seeking to operate independently while receiving support from a dedicated management team. This role emphasizes a competitive pay structure and a comprehensive benefits package, making it an attractive opportunity for those with a strong business development mindset and a proven track record in the financial services industry.

Requirements

• 3+ years in financial service
• Bachelor's degree in Business, Accounting, or Finance or relevant field preferred
• Certified Financial Planner, Series 65, or Series 66
• Self-starter with a strong business development mentality
• Proven track record in financial planning
• Ability to bring a portable book of at least 25mm

Nice To Haves

• Reliable
• Goal-oriented
• Self-directed
• Collaborative/Team-oriented
• Financial industry knowledge - investment, risk management concepts and terminology, basic statistics/portfolio theory
• Strong analytical skills
• Comfortable making presentations and telephone conversations
• Passion for the customer experience and being part of a team
• Dedicated to pursuing a career in the financial services industry

Benefits

• Competitive pay structure
• Full range of benefits
• Support staff to focus on clients

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Administrative and Support Services
• Education Level: Bachelor's degree