Financial Planner looking for a Financial Planning Role with CMC Accreditation.
I can offer holistic advice to all clients with my 15 years of experience as a Financial Planner and recently as a CMC certified. My past experience has been working with clients between 25 and 75, of which majority are medical professionals.
I'm a Financial Planner in my mid 30's and with 15 years of experience, 10 years within the same enterprise. I have recently completed my CMC accreditation and would be interested in introducing a money coaching/cash flow coaching services to a company or alternatively be offered the flexibility to run this as a side business.
- Can work with wealth accumulators
- Completed CMC accreditation