Certified Financial Planner (CFP), Communication Skills, Financial Planning, Loans, Project Tracking, Team Player
Dexian is looking for a Certified Financial Planner in North Carolina. This fully onsite position involves identifying client objectives, monitoring progress, and building relationships in investment and lending. The ideal candidate will have at least 5 years of experience and possess a CFP or CRC certification.Responsibilities include using financial planning tools, engaging prospects, and ensuring a sound control environment. Strong communication skills and a team-oriented mindset are key.#J-18808-Ljbffr
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Dexian
Digital Intelligence Systems, LLC. is an Equal Opportunity Employer, M/F/D/V. We do not discriminate against any employee or applicant because they inquired about, discussed, or disclosed compensation. Email recruitinghelp@disys.com to contact us if you are an individual with a disability and require accommodation in the application process.
1,000 to 1,499 employees
Business Services - Other