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Remote Financial Planning Professor Jobs (NOW HIRING)

Pavago

Financial Planning Analyst

Budgeting/Forecasting Specialist Position Type: Full-Time, Remote Working Hours: U.S. client ... Our client is seeking a Budgeting/Forecasting Specialist to build financial models, manage planning ...

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All JobsRemote Financial Planning Professor Jobs

Remote Financial Planning Professor information

What is the difference between Remote Financial Planning Professor vs Remote Financial Advisor?

AspectRemote Financial Planning ProfessorRemote Financial Advisor
CredentialsCFP, teaching credentials, advanced degreesCFP, Series 7/66, licensing
Work EnvironmentOnline teaching, academic institutionsClient consultations, online platforms
Employer & IndustryUniversities, colleges, online education providersFinancial firms, independent practice, banks
Primary FocusTeaching, curriculum development, researchFinancial planning, client advice, portfolio management

While both roles involve financial expertise, a Remote Financial Planning Professor primarily focuses on teaching and academic research, often working for educational institutions. In contrast, a Remote Financial Advisor directly manages client finances and provides personalized financial advice. Both roles require CFP certification, but their work environments and daily tasks differ significantly.

What cities are hiring for Remote Financial Planning Professor jobs? Cities with the most Remote Financial Planning Professor job openings:
What are the most commonly searched types of Financial Planning Professor jobs? The most popular types of Financial Planning Professor jobs are:
What states have the most Remote Financial Planning Professor jobs? States with the most job openings for Remote Financial Planning Professor jobs include:
Remote Financial Planning Professor jobs near you
Financial/Investment Consultant

Financial/Investment Consultant

CPA Tax Advisors LLC

Atlanta, GA • On-site, Remote

Part-time

This job post has expired today. Applications are no longer accepted.

Job description

We are looking for a Remote Financial/Investment Consultant!


Job Location:

  • Must be located in Georgia.
  • Although the position is remote, 10% of your work MAY need to be done on-site


Job Responsibilities:

  • Assist clients in executing tailored strategies that will help them achieve their unique financial goals and increase their net worth.
  • Deliver a full day of private financial planning expertise to clients, either individuals or couples.
  • Responsible for proactive face-to-face communication and relationship building with clients, centers of influence, and prospects for clients.
  • Prepare comprehensive financial plans, including data gathering, analyzing financial conditions, and developing recommendations for high-net-worth clients.
  • Research and analyze investments, strategies, and market conditions, and provide sound financial advice based on findings.
  • Aptitude for applying financial planning knowledge in real-life situations.
  • Responsible for the satisfaction and retention of the organization's high-net-worth clients.
  • Participate in client meetings when appropriate and respond to executive client requests.
  • Grow and develop a client base through client referrals and outside sales.
  • Assist with the compilation of detailed financial reports using calculations, data, and other client-approved information.


Job Requirements:


  • AA degree or higher
  • Series minimum Series 65 or Series 7 certification (REQUIRED)
  • Experience with financial planning
  • Strong knowledge in the areas of financial planning, asset allocation, investment strategies, and account administration.
  • Must live in GA (ability to travel to remote office, as requested, if not located in immediate area).
  • Willing to travel up to 30%, primarily between Atlanta, GA, and South GA.
  • Ability to work in a flexible and entrepreneurial environment with a positive, can-do attitude attitude.

Apply