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Financial Serenity

2 open remote positions · via official board

Lead Financial Planner (CFP®) – Book Transition & Growth Role2026-06-28

Financial-ServicesFinancial-PlanningWealth-ManagementFinancial-AdvisorSenior-Financial-PlannerSenior-Financial-Planning-Consultant

Client Operations & Asset Transfer Specialist (Part-Time)2026-06-28

Financial-ServicesClient-OperationsAsset-Transfer-SpecialistBack-Office-OperationsClient-Operations-SpecialistClient-Support-Operations-Specialist