CyberCoders Financial Planner - Financial Planning, CFP, Tax Planning in Columbia, Maryland

Financial Planner - Financial Planning, CFP, Tax Planning Financial Planner - Financial Planning, CFP, Tax Planning - Skills Required - Financial Planning, CFP, Tax Planning, Tax Return Preparation, Enrolled Agent

If you are a Financial Planner with experience, please read on!

Located in Columbia, MD, we are a financial planning services and investment management company that has been serving the area for 40 years. If you're looking to join a dynamic team, apply today!

What You Will Be Doing

  • Develop and prepare pre-retirement, retirement, and estate plans for clients

  • Gather and input data

  • Prepare documents for financial plans, reviews, and projects

What You Need for this Position

  • Must be CFP certified or a student in CFP program

  • MS Office, especially Excel expertise

  • Excellent interpersonal, written, and verbal skills

  • Own book of business is a PLUS !

What's In It for You

  • Competitive salary DOE and benefits!

So, if you are a Financial Planner with experience, please apply today!

Applicants must be authorized to work in the U.S.

CyberCoders, Inc is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law.

Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.

Financial Planner - Financial Planning, CFP, Tax Planning MD-Columbia TK3-1467920