Personal Financial Planner (Service Based)

Fruition Financial is a boutique financial services firm committed to delivering exceptional client experiences and personalized financial solutions. With a small team of dedicated professionals, we pride ourselves on our close-knit, collaborative environment and our unwavering commitment to our clients financial success. As we continue to grow, we are seeking a dynamic Personal Financial Planner who is service oriented to foster meaningful, long-term relationships and deliver exceptional value to the individuals and families we serve.Position OverviewWe are seeking a Personal Financial Planner to join our team and service an established book of clients. This is a unique opportunity for a passionate and detail-oriented professional to provide comprehensive planning without the pressure of sales. Our Advisory team focuses solely on delivering holistic financial planning and ensuring our clients' financial success.ResponsibilitiesAs a Personal Financial Planner at Fruition Financial, you *****Build and maintain strong, trust-based relationships with an existing book of clients.Conduct financial planning sessions focused on cash flow, investment strategies, tax planning, estate planning, retirement planning, and insurance solutions.Review and analyze clients' financial situations to provide tailored advice and recommendations.Collaborate with senior advisors and other team members to ensure seamless client service.Stay updated on financial regulations, market trends, and best practices to provide informed advice.Proactively monitor client accounts and plans, making adjustments as necessary to align with their goals.QualificationsBachelor's degree in Finance, Business, Economics, or a related field.CFP® certification (or working toward it) is highly preferred.Series 66 Certification5-7 years of experience in financial planning, wealth management, or a related role.Strong knowledge of cash flow management, investment strategies, and financial planning principles.Excellent communication and interpersonal skills, with a passion for client service.Proficient in financial planning software and Google SuiteDetail-oriented, organized, and committed to continuous learning and professional growth.Why Join Fruition Financial?Service an established and loyal client base.Focus on holistic financial planning without the need for sales or business development.Collaborative and supportive team environment.Competitive salary between $75-95k + discretionary bonuses and benefits package.Opportunities for ongoing professional development and career growth

Created: 2025-02-27