Personal Finance Advisor / Certified Financial Planner®

This role focuses on financial planning, budgeting, retirement planning.

Core skills

• financial planning
• budgeting
• retirement planning
• debt management
• risk management
• cfp certification
• compliance
• written communication
• verbal communication
• client relationship management
• financial problem-solving
• fiduciary standard
• holistic financial coaching
• mentoring
• workflow/process development