Series 7 and 65 Licensed Financial Planner - Topeka Kansas

Company: VirtualVocations
Location: Topeka, Kansas
Posted On: 01/31/2025

A company is looking for a Financial Planner.



Key Responsibilities

Work directly with members via videoconference, phone, and email
Guide members through the financial planning experience, providing both modular advice and comprehensive planning
Develop and present specific recommendations based on members' unique circumstances


Required Qualifications

3+ years of experience providing tailored financial recommendations
Knowledge of key financial planning and investment concepts
Licenses: Series 7 and 65
Bachelor's degree or higher
Self-motivated and able to work independently More...

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