Financial Planner - Lead jobs in United States
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SnapX.ai · 4 days ago

Financial Planner - Lead

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

SnapX.ai is seeking a Lead Financial Planner to work with clients and provide expert financial advice. The role requires a strong background in financial planning and the ability to build and maintain relationships with clients.

BlockchainMachine LearningManagement Consulting

Qualification

Financial PlanningSeries 65 LicenseBachelor's DegreeCFP CertificationMicrosoft ExcelLife Insurance LicensePassion for Financial PlanningRelationship Building

Required

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

Preferred

CERTIFIED FINANCIAL PLANNER™ (CFP) certification; must be obtained within 2 years of hire
Life Insurance License; must be obtained within 6 months of hire
Strong passion for financial and retirement planning
Very strong Microsoft Excel experience
Friendly, outgoing, and able to build and maintain strong relationships

Company

SnapX.ai

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SnapX is a NexGen "Staffing Partner" delivering vetted talent. Hire your next SnapX Pro today!
dateFounded in 2017
location
Plano, Texas, USA
people-size2-10 employees
web-link
https://snapx.ai/

Funding

Current Stage
Early Stage
Total Funding
$0.05M
Key Investors
Block.one
2019-12-01Grant· $0.05M
Company data provided by crunchbase