Certified Financial Planner

1 month ago


michigan, United States Convergenz Full time
  • This role requires HEAVY travel to MN, Wisconsin, Ohio and Michigan
  • We cover travel Would be good to be near airport so they can get to these places
  • 90% travel in assigned states and regions
  • You will make your own schedule, then have admin days fri/mon when need be
  • this role is more education (let them know what a mutual fund is. Introduce products for retirement)

We are seeking an inhouse Financial Planner. This is not a Sales role but more of an education and helping members understand the services we offer.



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