Remote Financial Planning & Benefits Advisor

A global financial services firm is seeking a Financial Planner Line Staff to provide quality financial planning and build lasting client relationships primarily over the phone. The role requires strong analytical and communication skills, with responsibilities including conducting training sessions and acquiring knowledge of benefit and retirement plans. Candidates should have a Bachelor's degree and preferably hold CFP or CPA qualifications.

This position is supported by world-class technology and tools, promoting a collaborative hybrid work environment.
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