Search Results for: Certified Financial Planner
Found 2 result(s).
Seeking Expert Financial Planner
US$ 60.00
We are searching for a Certified Financial Planner (CFP) to serve as Financial Planning Subject Matter Expert (SME) at Sage Financial Systems. Our Financial Planning SME will provide several exceptional action items for each client meeting which will WOW our clients to ensure that our team gains and keeps our clients’ trust. You will be given one client on a trial basis to show us that you are rea...
Job Type: Hourly: $60.00 - $75.00
Certified Financial Planner Financial Analysis Financial Planning Financial Projection Strategic Planning