Remote Financial Planner

A company is looking for a Remote Financial Planner. Key Responsibilities Develop personalized financial plans for clients based on their goals and needs Conduct regular reviews of client portfolios and make adjustments as necessary Stay updated on financial regulations and market trends to provide informed advice Required Qualifications Bachelor's degree in finance, accounting, or a related field Certification as a Financial Planner (CFP or equivalent) is preferred Experience in financial planning or investment advisory roles Strong understanding of financial products and investment strategies Ability to work independently in a remote environment