Sales Match
A Remote Certified Financial Planner (CFP) provides comprehensive financial planning services to clients, including retirement planning, tax optimization, estate planning, and investment advice. The role involves developing personalized financial strategies to help clients achieve their long-term financial goals while maintaining strong client relationships. This position offers the flexibility of working from home with competitive hourly pay and professional development support.
SalesMatch places vetted appointment setters and high ticket closers into online businesses. Scale booked calls and closed deals with sales professionals aligned to your offer and sales process.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Sales Match.
12% above the average for this role