About this role
Lead Financial Planner - REMOTE at One Wealth Map. Location: United States. Role: Client engagement, Financial planning, Relationship management Requirements: Proven experience as a financial planner; commission-based sales a plus; CFP and Series 65/66 helpful. Category: Finance and Accounting Seniority: Senior Level Tools: eMoney, MoneyGuidePro Certifications: certified financial planner (cfp), series 65, series 66, insuranced Commitment: Full Time Workplace: Remote Languages: English