At Sharkey, Howes & Javer, we adhere to the highest standards of truthfulness, integrity and trustworthiness. We are a dynamic fee-only financial planning and investment management firm who is adding an experienced CERTIFIED FINANCIAL PLANNER™ to our team.
Our ideal candidate will possess the following qualities:
• CERTIFIED FINANCIAL PLANNER™ designation.
• Strong desire to join a fee-only financial planning team with a passion for helping individuals reach their financial goals.
• Minimum of 5 years of applicable industry experience, including:
o Writing and presenting comprehensive financial plans one-on-one with clients. o Creating, analyzing, and presenting investment portfolios clients.
o Building long-term client relationships with clients.
o Proven application of all aspects of a client’s financial picture, including investments, insurance strategies, tax planning, education planning, retirement planning, and estate planning.
• Excellent verbal and written communication skills; detail oriented; able to manage many timesensitive tasks simultaneously; pro-active self-starter.
• Preparing and delivering presentations to organizations for business development and educational purposes.
****Must pass a criminal background check and a credit check.
If this sounds like the opportunity for you, please send resume and cover letter to Randy Smith and please include “SH&J CFP®” in the subject line. We look forward to hearing from you!