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Certified Financial Planner

Salary undisclosed

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Company Description

Denset is an AI-powered budget planner and financial advisor aimed at making financial literacy and guidance accessible to all. The team behind Denset includes professionals with experience from top global consulting firms, bringing expertise in financial planning, risk management, and strategy.

Role Description

This is a full-time remote role for a Certified Financial Planner at Denset. The Certified Financial Planner will be responsible for providing personalized financial planning advice, retirement planning strategies, and financial analysis. This role involves utilizing AI-powered data analysis to offer tailored financial guidance to clients.

Qualifications

  • Financial Planning, Personal Financial Planning, and Financial Planning skills
  • Expertise in Finance and Budget Planning
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal abilities
  • Detail-oriented and highly organised
  • Bachelor's degree in Finance, Economics, or related field
  • Certified Financial Planner (CFP) is a must
  • A minimum of 2 years of relevant experience

Send your CV to [email protected] or apply directly via LinkedIn.
Company Description

Denset is an AI-powered budget planner and financial advisor aimed at making financial literacy and guidance accessible to all. The team behind Denset includes professionals with experience from top global consulting firms, bringing expertise in financial planning, risk management, and strategy.

Role Description

This is a full-time remote role for a Certified Financial Planner at Denset. The Certified Financial Planner will be responsible for providing personalized financial planning advice, retirement planning strategies, and financial analysis. This role involves utilizing AI-powered data analysis to offer tailored financial guidance to clients.

Qualifications

  • Financial Planning, Personal Financial Planning, and Financial Planning skills
  • Expertise in Finance and Budget Planning
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal abilities
  • Detail-oriented and highly organised
  • Bachelor's degree in Finance, Economics, or related field
  • Certified Financial Planner (CFP) is a must
  • A minimum of 2 years of relevant experience

Send your CV to [email protected] or apply directly via LinkedIn.