Financial Planner
We are a growing financial planning firm seeking a Financial Planner to join our team. Our proven marketing and operations system has allowed us to steadily increase our client base and attract additional advisors.
We have a fast-paced, mission-driven work environment with a collaborative and dynamic atmosphere. Our comprehensive planning covers five key areas: Income, Tax, Investments, Insurance, and Estate/Giving.
This role will provide the opportunity to lead a team supporting financial advisors in creating customized comprehensive financial plans, annual updates, and client-requested financial analysis.
Key Responsibilities:
* Create plans and proposals for potential clients
* Review plans and create recommendations for client reviews
* Identify areas of opportunity and new planning strategies
* Support lead advisors in complex planning meetings
Requirements:
* Bachelor's degree in Business, Finance, Economics, or related major
* 3+ years of financial services experience with an emphasis on client services
* Series 65 and/or 7 Licensed
* CFP, CPWA, or other industry advanced certification
* Superior organizational, prioritization, interpersonal, and management skills
Additional Position Responsibilities:
* Participate in research and response to general to complex technical planning inquiries
* Provide regular education sessions for Wealth Advisors
* Support team with creation and maintenance of advisor & client resources
Key Traits:
* Strong initiative
* Positive attitude
* Caring and passionate about helping others
The compensation package includes a competitive salary, benefits (insurance, 401k), and covered advisor fees.