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Certified Financial Planner Jobs from Stephen James

Certified Financial Planner jobs may require the candidates to develop and manage ongoing and regular client contacts and communications, watch over client services, including plan creation, updates, portfolio changes and reviews, returns and new opportunity identification.

Some Certified Financial Planner jobs could require preparation of follow-up letters to clients/prospects after a meeting, follow-up with clients to implement plan recommendations, maintain contact with client to revise plan based on changing needs of the client.

Certified Financial Planner jobs may require a Bachelors Degree in Finance, Economics or Mathematics, CFP ® License and 3 to 5 years Financial Planning Experience.

We are interested, in speaking with you about your qualifications, and would like to keep you apprised, of future opportunities. Please contact us today by filling out our form below.

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