Remote Associate Financial Planner - CFP Apprentice
A leading financial planning firm is seeking an Associate to join its team in a remote capacity, primarily focusing on honing the skills necessary to become an effective financial advisor. Responsibilities include participating in client meetings, taking notes, and supporting Lead Advisors to build relationships. The ideal candidate has passed the CFP® exam and possesses strong communication and project management skills. This role offers a competitive salary range of $75k - $79k annually, with benefits including unlimited vacation and flexible work hours.
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