What are the responsibilities and job description for the Certified Financial Planner position at Holistic Finance LLC?
Company Description
Holistic Finance LLC is a space where financial strategy meets soulful integrity, founded for those ready to live and invest differently. We allocate capital with intention, prioritizing long-term flourishing and planetary health over short-term gains. At Holistic Finance, clients are co-creators of a more beautiful world. Join us to help reshape today’s financial system into one that aligns with our deepest values.
Role Description
This is a full time role for a Certified Financial Planner. The Certified Financial Planner will be responsible for creating personalized financial plans, offering retirement planning services, and providing comprehensive financial advice. The role involves meeting with clients, assessing their financial needs, and developing strategies to help them achieve their financial goals. Job would be done remotely.
Qualifications
Holistic Finance LLC is a space where financial strategy meets soulful integrity, founded for those ready to live and invest differently. We allocate capital with intention, prioritizing long-term flourishing and planetary health over short-term gains. At Holistic Finance, clients are co-creators of a more beautiful world. Join us to help reshape today’s financial system into one that aligns with our deepest values.
Role Description
This is a full time role for a Certified Financial Planner. The Certified Financial Planner will be responsible for creating personalized financial plans, offering retirement planning services, and providing comprehensive financial advice. The role involves meeting with clients, assessing their financial needs, and developing strategies to help them achieve their financial goals. Job would be done remotely.
Qualifications
- Financial Planning and Personal Financial Planning skills
- Certified Financial Planner certification
- Expertise in Finance and Retirement Planning
- Excellent analytical and problem-solving abilities
- Strong interpersonal and communication skills
- Ability to work independently and collaboratively with clients
- Bachelor's degree in Finance, Accounting, or a related field