Financial Planner

Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!

• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Customize financial plans for each client based on potential life changes and changing financial needs
• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

• Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
• Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
• Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
• Requires a Bachelor’s degree in finance, business administration, or related field

$86,000 - $117,000 per year