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
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