Certified Financial Planner

Certified Financial Planner

Are you a CFP or a CPA with dreams of becoming a CFP? Do you truly enjoy the financial planning and analytical work but do not want to have to be the asset gatherer who is cold-calling and prospecting for new clients? Do you love the idea of working hand-in-hand with high-net-worth businessmen and women helping them attain their financial goals while also surpassing your own?

Lastly, do you enjoy the consistency of a base compensation plan coupled with the incentives of a strong quarterly bonus program? If so, LET'S GO! We are assisting a fast-paced, results-oriented independent investment, wealth management and financial planning firm in the Birmingham area with their search for a Certified Financial Planner. The firm works with high-net-worth individuals to develop long-term financial and investment plans based on the individual clients' values, vision and goals.

The ideal candidate would have a solid understanding of the needs of high-net-worth investors and be able to effectively communicate by developing narrative to engage those individuals. Most work is done in the office located in Hoover, AL, however the company has a tremendous family-first culture and flexible corporate/remote environment when needed.

• Ability to interview clients, analyze their entire financial life and recommend financial plans and monitor outcomes
• Display in-depth knowledge of Financial Planning software tools and accurate input of financial data
• Creating customized solutions for managing risk, accumulating wealth and optimal management of income and taxes
• Creating family budgets, tax-sheltered investment plans, retirement savings and major purchase timelines

• Progress towards a CFP is preferred, the short-term goal of becoming a CFP is required
• Bachelor's degree in Business, Finance, Accounting and/or related major
• CPA, CLU, CHFC, MBA is a plus
• Experience with Life and Health insurance
• Strong demonstrated quantitative and analytical skillsli>
• Superior communication skills who take initiative and accountability
• Proven ability to understand client objectives and risk tolerance
• Excellent time management and strong organizational skills with the ability to prioritize multiple tasks and anticipate potential issues.
• Create client ready presentations using Excel, PowerPoint and other technology tools and software
• Strong work ethic, professional appearance, and demeanor