Financial Planner
Listing sourced from adzuna on 5/12/2026. CVCraft does not host this job; clicking Apply redirects to the source.
Job Description
Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners. Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and id…
Salary Context for Product Manager
The US national median for Product Manager is $138,360.
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