Certified Financial Planner Immediate Start

We are seeking a highly motivated and experienced Certified Financial Planner to join our team. The ideal candidate will have a passion for financial planning and helping clients achieve their financial goals. As a CFP, you will be responsible for providing comprehensive financial planning advice to clients, including investment management, retirement planning, estate planning, tax planning, and risk management.

Responsibilities:

·         Develop and implement comprehensive financial plans for clients that align with their financial goals and objectives.

·         Provide investment advice and portfolio management services.

·         Analyze and evaluate clients’ financial status and recommend appropriate financial strategies and solutions.

·         Conduct regular portfolio reviews and rebalancing as needed.

·         Review clients’ insurance needs and recommend appropriate insurance products.

·         Provide guidance and advice on retirement planning, including Social Security, pension plans, and 401(k) accounts.

·         Assist clients with estate planning, including wills, trusts, and tax planning strategies.

·         Keep up to date with changes in financial regulations, tax laws, and investment trends.

Requirements:

·         Certified Financial Planner (CFP) designation

·         Must have a Series 65 and/or a Series 63+7

·         Must have a clean U4

·         Bachelor’s degree in finance, accounting, or related field

·         Minimum of 3 years of experience in financial planning and investment management

·         Strong knowledge of financial planning principles, tax laws, and investment products

·         Excellent communication skills and ability to build strong client relationships.

Benefits

·         Competitive Salary

·         Sign-on Bonus

·         Relocation Assistance

·         401K Match

·         Medical, Dental, Vision, and Benefits (w/ Employer contribution)

·         Education/Licensure Reimbursement