About this role
Sr. Financial Planning Strategist at Advisorgroup. Location: Atlanta or La Vista or Oakdale or Scottsdale or Berwyn or St. Petersburg. Role: provide solutions, conduct research, present findings Requirements: 10+ years financial planning experience; CFP designation or JD; strong communication; multi-case management; MS Office proficiency. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office, Financial planning software (eMoney) Certifications: cfp, juris doctor (jd) Commitment: Full Time Workplace: Hybrid Languages: English