Staff Financial Planner (CFP)


: $87,266.67 - $162,370.00 /year *

Employment Type

: Full-Time


: Financial Services - Banking/Investment/Finance

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, GoToMeeting, eMoney etc.Qualifications:CFP CertificationMinimum 2+ years of financial planning experienceBachelors degree required. Graduate degree preferred but not required.Expert understanding of financial, retirement, investment and estate planning conceptsExperience utilizing Financial Planning software programs. Use of eMoney preferred.Confidence and ability to clearly communicate in laymens terms complex topics to clientsAble to perform several tasks concurrently, to prioritize work, and to take direction from multiple team membersCommunicate effectively, both orally and in writing, with strong interpersonal skillsVery organized, strong attention to detail and analytical and problem solving skillsHigh standards of professionalism, ethics, and integrityPrimary Responsibilities:Meet with clients in-person or remotely and collect, organize and synthesize personal and financial informationUtilize eMoney and other planning software to run planning analysis while working collaboratively with clients, other team members, and clients other trusted advisorsDevelop, 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 statementsField ad hoc planning questions from clientsAct as internal consultant to provide subject matter expertise to FAs/IARsKeep current on financial planning topics, tax law changes etc. impacting the advice being offeredPrepare 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: agent, client, health, insurance sales, life insurance agent, life insurance sales, phone, sales, sales position, sell * 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.

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