Certified Financial Planner
jobdiva
About this role
A Certified Financial Planner at PEAK Technical Staffing manages high net-worth clients, provides financial planning and wealth management services, and engages in business development activities to secure new clients.
Skills
Qualifications
About jobdiva
jobdiva.comJobDiva is a cloud-based recruitment platform for staffing agencies that combines an applicant tracking system (ATS) with CRM and VMS capabilities. Used by thousands of recruiters, it centralizes sourcing, resume parsing, job posting, placement workflow, and client/candidate management to streamline operations and boost placements. The platform also offers reporting, automation and integrations to increase recruiter productivity and improve hiring outcomes, with demos available for evaluation.
About jobdiva
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for jobdiva.
Salary
$129k – $194k
per year
More jobs at jobdiva
Similar Jobs
Senior Financial Planner
Shelby County Government of Tennessee
Senior Total Wealth Planner - Montreal, QC
State of Illinois
Senior Financial Planner
Virtus Investment Partners
High Net Worth Planner
TD Bank Group
Senior Total Wealth Planner - Winnipeg, MB
State of Illinois
Senior Total Wealth Planner - Toronto, ON
State of Illinois