What are the responsibilities and job description for the CFP Candidate/Financial Advisor position at Vision Wealth Inc.?
Company Description
Vision Wealth Inc. is dedicated to simplifying the wealth accumulation and stewardship process for individuals. In a world filled with financial information, we aim to provide wisdom, simplicity, and clarity to help our clients navigate their financial journey. Our office is located in Camarillo, CA.
Role Description
This is a full-time on-site role for a CFP Candidate/Financial Advisor at Vision Wealth Inc. The role involves tasks such as financial planning, retirement planning, investments, and providing financial advisory services to clients.
Qualifications
- Financial Planning and Retirement Planning skills
- Finance and Investments expertise
- Ability to provide Financial Advisory services
- Strong analytical and problem-solving skills
- Excellent interpersonal and communication skills
- Certified Financial Planner (CFP) designation is a plus
- Bachelor's degree in Finance, Economics, or related field