Cruise planners are specialized services or tools designed to assist travelers in planning and booking every aspect of their cruise vacation. These planners can be either digital platforms or personalized services provided by travel agencies or cruise lines
Role Description
This is a full-time remote role for a Financial Advisor at Cruise Planners. The Financial Advisor will be responsible for financial planning, retirement planning, investment management, providing financial advice, and analyzing financial data.
Qualifications
Financial Planning and Finance skills
Retirement Planning expertise
Experience in Investments and Financial Advisory
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Ability to work independently and remotely
Certifications such as CFP, CFA, or ChFC are a plus
Bachelor's degree in Finance, Economics, or related field