Financial Planner

Job Summary

We are seeking a dynamic and knowledgeable Certified Financial Planner(R) professional to join our team and help clients achieve their financial goals through comprehensive planning and expert advice. In this role, you will develop tailored financial strategies, provide investment guidance, and ensure clients are well-informed about their financial options. Your expertise in estate planning, risk management, tax strategies, and wealth management will be essential in delivering exceptional service. This position offers an exciting opportunity to make a meaningful impact on clients’ financial futures while working within a collaborative and growth-oriented environment. This is not a sales position.

Responsibilities

• Develop personalized financial plans that encompass investment management, estate planning, risk management, tax strategies, and retirement solutions..
• Conduct thorough financial analysis and research to identify suitable investment opportunities aligned with client objectives.
• Manage client relationships by providing ongoing communication, updates on market trends, and adjustments to financial plans as needed.
• Stay current with industry knowledge of financial regulations, market developments, and new financial software tools to enhance service delivery.
• Collaborate with cross-functional teams to ensure comprehensive client support in areas like cash management and portfolio management.

Skills

• Proven experience practicing in the securities industry with a strong understanding of financial concepts and industry regulations.
• Expertise in wealth management, investment advisory services, and financial analysis techniques.
• Strong client relationship management skills with the ability to communicate complex financial concepts clearly.
• Familiarity with financial software applications (eMoney) and research tools used within the industry.
• Certifications such as Certified Financial Planner (R), Series 65 license are required.
• Ability to analyze financial markets and develop compliant investment solutions tailored to client needs.

Join us if you’re passionate about empowering clients through expert financial guidance! We value energetic professionals eager to grow their careers while making a positive difference in people’s lives through strategic wealth management and comprehensive financial planning.

Pay: $75,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance

Work Location: In person