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Financial Planner

Location : Mountain View, CA
Job Type : Direct
Hours : Full Time
Required Years of Experience : 3-5 years
Required Education : 4 year degree
Travel : No
Relocation : No

Job Description :


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Required Qualifications :
 Bachelor’s degree, preferably in financial planning, accounting or economics. 3-5 years of experience. Candidates that can sit for the CFP certification examination within 6 months of hire preferred. Able to work independently and keep team lead aware of progress and hurdles. Show curiosity and confidence when dealing with clients and advisory team. Working knowledge of portfolio allocation, investment management and general financial planning is expected. 
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