Financial Planner, CFP Professional

Financial Planner, CFP Professional

We are seeking an experienced and client-focused Financial Planner to join our growing wealth management team. The ideal candidate is a CERTIFIED FINANCIAL PLANNER professional with a passion for building long‑term client relationships and delivering comprehensive financial advice.

This role is responsible for leading client relationships, developing personalized financial plans, collaborating with internal team members, and serving as a trusted advisor to individuals and families.

The successful candidate will demonstrate strong technical expertise, exceptional communication skills, and a commitment to always acting in clients’ best interests.

• Cultivate prospective client leads.
• Serve as the primary advisor for an assigned group of client relationships.
• Lead client meetings and maintain ongoing communication with clients and their families.
• Build trusted, long‑term relationships through proactive outreach and exceptional service.
• Identify evolving client needs and recommend appropriate planning strategies.
• Collaborate with support staff and other advisors to ensure a seamless client experience.

• Develop, implement, and monitor comprehensive financial plans.
• Provide advice related to:
• Retirement planning
• Investment management
• Tax planning strategies
• Estate planning coordination
• Insurance and risk management
• Education funding
• Cash flow and debt management
• Analyze client data and prepare recommendations using financial planning software.
• Monitor client progress and adjust strategies as goals and circumstances evolve.

• Cultivate relationships with centers of influence, including attorneys, CPAs, and other professionals.
• Participate in networking events, educational seminars, and community activities.
• Support the firm’s business development initiatives through referrals and strategic relationship building.
• Contribute to the growth and retention of the firm’s client base.

• Work closely with team members to deliver an exceptional client experience.
• Maintain accurate and timely client records and documentation.
• Stay current on industry trends, regulatory requirements, and best practices.

• CFP certification in good standing.
• Bachelor's degree in finance, financial planning, accounting, economics, business, or a related field.
• A minimum of 3 years of experience independently leading client relationships within a financial planning or wealth management firm.
• Strong knowledge of financial planning concepts, investment principles, and retirement planning strategies.
• Excellent verbal and written communication skills.
• Demonstrated ability to build trust and manage multiple client relationships effectively.
• Proficiency with financial planning software, CRM systems, and Microsoft Office applications.

• Experience working in a Fee‑Only or fiduciary advisory environment.
• Experience with tax planning and estate planning coordination.

We offer a competitive compensation package that includes:

• Starting salary based on industry experience and qualifications
• Incentive compensation opportunities through new business advisor bonus
• Health, dental, ST and LT disability, and life insurance
• Health club membership
• Retirement plan with employer contributions
• Paid time off and holidays
• Continuing education and CFP renewal support
• Professional development opportunities