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Financial Planner

Location : Valencia, CA
Job Type : Direct
Hours : Full Time
Required Years of Experience : 2-5 years
Required Education : 4 year degree
Travel : No
Relocation : No
Job Industry : Accounting - Finance
Job Category : Financial Services

Job Description :


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Required Qualifications :

Bachelor’s degree, preferably in a related field. 2-5 years of experience. Certified Financial Planner (CFP) or CFP candidate, preferred. Able to work closely with other staff members such as the Client Service Representative as well as other Associate and Senior Advisors. Series 7, Series 63, and Series 65 required.

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