Certified Financial Planner

Responsibilities

• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor

• Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
• Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
• Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
• Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required

Compensation: $95,000 - $150,000 per year, commission based