About this opportunity
CPS Inc. lists this CFP Financial Planner | Holistic Wealth & Retirement opportunity in west lafayette, Ohio. Review the employer’s description below for duties, qualifications and application requirements.
Job description
CPS Inc. in Walnut Creek, CA seeks a Financial Planner to deliver comprehensive planning and investment guidance. You will work with clients to understand goals, develop personalized strategies, and guide decisions shaping their financial futures.
The role requires CFP designation, experience in wealth management and retirement planning, and excellent communication. This hybrid position offers collaboration in-office with some remote flexibility and compensation up to $125,000 annually based on
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.