We are currently interviewing for a CertifiedFinancial Planner (CFP) who will be primarily responsible for assisting the firms Financial Advisors in providing fee-based financial planning services to the firm's clients both in-person at our office and remotely/virtually online.This is not a sales position.
Candidate must be able to handle a heavy workload, work efficiently and independently. As an organization focused on providing both in-person and fee-based virtual planning services, the candidate must be extremely comfortable with technology and in conducting virtual planning and review meetings using screen sharing programs such as Join.me, GoToMeeting, eMoney etc.
CFP Certification Minimum 2+ years of financial planning experience Bachelors degree required. Expert understanding of financial, retirement, investment, and estate planning concepts Experience utilizing Financial Planning software programs. Use of eMoney preferred. Confidence and ability to clearly communicate in laymens terms complex topics to clients Able to perform several tasks concurrently, to prioritize work, and to take direction from multiple team members Communicate effectively, both orally and in writing, with strong interpersonal skills Very organized, strong attention to detail and analytical and problem-solving skills High standards of professionalism, ethics, and integrity
Meet with clients in-person or remotely and collect, organize and synthesize personal and financial information Utilize eMoney and other planning software to run planning analysis while working collaboratively with clients, other team members, and clients other trusted advisors Develop, write and present modular and comprehensive financial plans to clients including, pre and post-retirement income analysis, budgeting, debt management, risk management, estate, and charitable planning, cash flow management, and net worth statements Field ad hoc planning questions from clients Act as an internal consultant to provide subject matter expertise to FAs/IARs Keep current on financial planning topics, tax law changes etc. impacting the advice being offered Prepare for and run planning review meetings with clients
__________________________________________________________________________ Disclaimer: The above statements are intended to describe the general nature and level of work being performed by individuals in this position. They are not intended to be an exhaustive list of responsibilities, duties and skills or be inclusive of all aspects of the position. Associated topics: broker, customer, client, insurance agent, insurance sales, insurance sales agent, retail, sales, sales agent, sales representative
* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.