Financial Planner

Job Summary

Home Depot is seeking a highly analytical and customer-focused Financial Planner to join our dynamic Finance team. This remote role is ideal for someone passionate about helping individuals and businesses make informed financial decisions. As a Financial Planner, you will be responsible for developing strategic financial plans, analyzing fiscal data, forecasting trends, and supporting clients in achieving their long-term financial goals. You will play a crucial role in ensuring clients make sound financial choices through expert guidance, personalized advice, and data-driven strategies.

Key Responsibilities

- Develop and implement personalized financial plans for clients based on their short- and long-term goals.

- Analyze financial data, market conditions, and investment portfolios to provide informed recommendations.

- Conduct risk assessments and suggest appropriate insurance, tax, and investment strategies.

- Monitor client accounts and update plans based on life changes, market fluctuations, or new opportunities.

- Maintain up-to-date knowledge of financial regulations, industry trends, and new planning tools.

- Collaborate with internal departments to align financial planning with company-wide objectives.

- Host virtual consultations and meetings with clients to review progress and address financial concerns.

- Ensure all client documentation and plans comply with Home Depots ethical and confidentiality standards.

Required Skills and Qualifications

- Bachelors degree in Finance, Accounting, Economics, or a related field.

- Certified Financial Planner (CFP) certification strongly preferred.

- Strong knowledge of financial planning software and tools (e.g., eMoney, NaviPlan, Excel).

- Excellent communication and interpersonal skills to build client trust and rapport.

- High attention to detail, critical thinking, and problem-solving abilities.

- Ability to translate complex financial concepts into actionable, easy-to-understand advice.

- Exceptional time management and organizational skills.

Experience

- Minimum 3–5 years of experience as a Financial Planner, Financial Advisor, or in a similar financial consulting role.

- Proven track record of successfully managing diverse client portfolios.

- Experience in remote or hybrid working environments preferred.

Working Hours

- Monday to Friday, 9:00 AM – 6:00 PM (EST), with flexibility for client meetings.

- Occasional evening consultations may be required based on client availability.

Knowledge, Skills, and Abilities

- Strong understanding of tax strategies, retirement planning, estate planning, insurance, and investment management.

- Skilled in data analysis, forecasting, and financial modeling.

- Ability to manage sensitive information with the utmost confidentiality.

- Self-motivated with the ability to work independently and collaboratively in a virtual team setting.

- Adaptability in a fast-paced, client-focused environment.

Benefits

- Competitive salary with performance-based bonuses.

- Comprehensive health, dental, and vision insurance.

- 401(k) retirement plan with company match.

- Generous paid time off, including vacation, holidays, and personal days.

- Employee stock purchase plan and discounts on Home Depot products.

- Professional development opportunities, including paid certifications and training programs.

- Remote work flexibility and wellness support programs.

Why Join Home Depot

At Home Depot, we believe in building more than homes — we build careers. As a leader in the retail and home improvement industry, we are equally committed to the financial wellbeing of our employees and clients. Join a company known for integrity, innovation, and dedication to people. If you are ready to shape financial futures with a trusted and values-driven organization, we want to hear from you.

How to Apply

Interested candidates should submit their updated resume and a brief cover letter outlining relevant experience to us with the subject line: Financial Planner Application.
Early applications are encouraged. Shortlisted candidates will be contacted for an initial virtual interview.

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