CFP Senior Financial Planner
Company: VirtualVocations
Location: Odessa
Posted on: March 22, 2025
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Job Description:
A company is looking for a Senior Financial Planner - CFP.
Key Responsibilities
Prepare comprehensive financial plans for High-Net-Worth clients,
covering various financial needs
Utilize financial planning tools and collaborate with advisors to
enhance client experiences
Stay updated on financial planning topics and co-present strategies
with advisors
Required Qualifications
Bachelor's degree or equivalent experience
Minimum of 7 years of financial planning experience with
High-Net-Worth individuals
Active CFP designation along with an additional relevant
certification
Proficiency in financial planning software and MS Office Suite
Ability to work independently and manage multiple deliverables
Keywords: VirtualVocations, Odessa , CFP Senior Financial Planner, Accounting, Auditing , Odessa, Texas
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