Financial Advisor - CFP

Fantastic opportunity for a Certified Financial Planner to be a personal CFO and manage clients' wealth plans! This Jobot Job is hosted by: Jeremy Pike Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $120,000 - $200,000 per year A bit about us: Our firm is an industry leader dedicated to fostering a remarkable environment where everyone can prosper. For over two decades, our focus on teamwork and client satisfaction has driven our expansion to now managing over $19 billion AUM for our existing client base of over 4,000. We seek motivated individuals with a "How can I help?" mindset, eager to support and celebrate the achievements of clients and peers. Why join us? Each team member has an opportunity to own a part of our firm, which has earned countless Best Places to Work awards. Among the many benefits of our firm, we offer the following: Lucrative payouts Profit Sharing Fully-paid health benefits Work/life balance Flexibility Job Details Responsibilities: Strategizes with the lead advisor providing an outstanding experience for clients by assisting with crafting, executing, and managing a wealth management strategy that aligns with their passions and goals. Utilizes internal and external resources to meet client needs in areas like Estate Planning, Tax Planning, Investment Management, Risk Management, and General Planning. Articulates our distinctive value proposition to potential clients and strives to position the firm as their trusted financial advisor. Qualifications: Must be a Certified Financial Planner and minimum of a Bachelor's degree Have a minimum of 4 years of experience in financial and/or estate planning. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Created: 2024-11-05