Certified Financial Planner - Retirement Solutions

We are looking for a Certified Financial Planner with a CFP designation and FINRA 6, 63, 65 (or 7/66) & life insurance licenses to join our Retirement Solutions team. The role is fully remote and requires some travel.

Requirements

• FINRA 6 license and Certified Financial Planner designation
• FINRA 63, 65 (or 7/66) & life insurance licenses
• Two years of experience in the financial services industry with specialization in financial planning
• Knowledge of Profiles or Money Guide Pro or similar financial planning software
• An in-depth understanding of the industry, financial concepts, product knowledge, investment management and client service strategies

Benefits

• medical/dental/vision
• life insurance
• short and long term disability coverage
• paid time off with 18 days per year
• nine paid holidays
• 8 hours of Lifetime paid time off
• 8 hours of Unity Day paid time off
• 401(k) with company match
• company-paid pension plan
• business casual attire