An established and expanding wealth management firm with $7.5B AUM is looking for a FINANCIAL PLANNER/CFP to make an immediate impact by supporting Advisory teams in detailed financial planning.
The ideal FINANCIAL PLANNER/CFP will bring a demonstrated record of multi-tasking projects in a fast-paced environment and the customer-focused attitude to contribute to more than one team.
FINANCIAL PLANNER/CFP RESPONSIBILITIES:Support Investment Advisors for Full Lifecycle of Wealth ManagementDevelop Plans & Present Detailed Information to Investment Advisors & ClientsManage Incoming RequestsCollaborate with Firm Executive on Financial Planning StrategyFINANCIAL PLANNER/CFP REQUIREMENTS:Successful Experience in Financial Planning/Wealth ManagementBachelor’s Degree and 2+ Years of ExperienceEntrepreneurial Attitude, Drive, & Grit to Expand Company SuccessCFP Preferred, Series or 65 or 66 RequiredFINANCIAL PLANNER/CFP SALARY & BENEFITS:Competitive Salary Excellent BenefitsExcellent Growth Opportunities