Remote Financial Planner

You're looking for something exceptional! So are we!

We are searching for an experienced and self-driven Remote Financial Planner to join our team! In this role, you will mainly be responsible for delivery of top-quality financial counseling to corporate clients. All while working in a remote environment and being able to choose your own hours.

Remote Financial Planner duties and responsibilities

• Help manage every aspect of our client's financial life, partnering, educating, and guiding them throughout the process to help them make well-informed financial decisions.
• Hork with them to identify and prioritize their goals and objectives to develop a customized financial plan and investment portfolio.
• Work directly with clients via videoconference, phone, and e-mail.
• Prepare sound financial plans to ensure clients meet their goals
• Advise clients on current financial issues and make recommendations
• Serve as a financial life coach for clients to help them identify their passions and achieve their goals / objectives by providing comprehensive financial planning and a high-quality client experience during every interaction

Remote Financial Planner requirements and qualifications

About Nivati

Nivati is the easiest way to understand and reduce employee stress. The company's innovative platform provides actionable insights to thousands of organizations globally, empowering companies to improve employee wellbeing, morale, and engagement. With over 1200 practitioners on the platform, Nivati's powerful stress-relieving tools are available to every employee - anytime, anywhere.

Job Posted by ApplicantPro