Certified Financial Planner - CFP

Certified Financial Planner - CFP

Salary: $90,000 - $120,000 plus bonus depending on experience.

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 skills
• 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