Financial Planner - Lead jobs in United States
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TechnoSphere, Inc. ยท 1 week ago

Financial Planner - Lead

positionBuffalo Grove, IL
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date3+ years exp

TechnoSphere, Inc. is seeking a Lead Financial Planner. The role requires working with clients and necessitates a Series 65 or Series 66 license along with relevant experience.

AnalyticsArtificial Intelligence (AI)ConsultingCyber SecurityInformation TechnologyInternet of ThingsSoftware
Hiring Manager
Vishal Pal
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Qualification

Financial PlanningSeries 65 LicenseSeries 66 LicenseBachelor's Degree

Required

3+ years of experience working with clients as a Financial Planner required
Series 65 or Series 66 license required
Bachelor's Degree from an accredited college or university

Company

TechnoSphere, Inc.

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Established in 1994, TechnoSphere is a Global IT Solutions and Services provider, specializing in Digital Transformation, Software Consulting, Business Analytics, AI, and Cloud Computing.
dateFounded in 1994
location
New York, New York, USA
people-size501-1000 employees
web-link
https://www.technosphere.com

Funding

Current Stage
Late Stage

Leadership Team

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Aureo Capiral
COO
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Viraj Parekh
Managing Partner / CGO
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Company data provided by crunchbase