About the Role
Overview
We are looking for a personal financial planning professional (Certified Financial Planner preferred) who will lead our client advising efforts. You will be a fiduciary who works with clients providing holistic advice on saving, retirement, debt management, and investments.
Responsibilities
- Lead client advising efforts, providing holistic financial advice on saving, retirement, debt management, and investments.
- Act as a fiduciary.
Requirements
- Certified Financial Planner (CFP) preferred.
- Experience providing holistic financial advice on saving, retirement, debt management, and investments.
Ready to Apply?
Submit your application today and take the next step in your career journey with Sreeven Infocom Limited.
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