Our fast growing wealth management firm is looking for a motivated, efficient, resourceful and hard working Financial Planner to grow with our multi-advisor firm. This support position will work in a team environment by providing excellent service to current firm clients. This job does not require business development, but is responsible for generating referrals and growing the client's total business by providing proactive advice.
This job will prepare client reviews, trade accounts, and use firm software programs to support clients. This will all be done under the supervision of our Senior Advisor.
The applicant we are looking for will be operationally minded, able to build or follow multi step processes, work at a quick pace with strong attention to detail, communicate well, be a strong writer to help us write financial content, be strong at excel, and be extremely proficient at using technology to accomplish objectives.
This career enhancing job offers upward mobility to either a lead advisor or operational track.
This applicant will receive individualized training, mentorship and will work directly for an experienced CFP team. This job offers the applicant the ability to wear multiple hats in a client facing support role. Hard work and success will be rewarded with profit sharing and an attractive benefit package, including a retirement plan, and a training stipend.
Previous financial service experience is a plus, Our firm uses Money Guide Pro, Schwab Portfolio Center, Redtail, Dropbox, PreciseFP, Microsoft office, and Wordpress. Our firm offers a retirement plan, a competitive compensation package, and regular mentorship. In addition to sharing what we have learned, we promise to hold the applicant to high standards and big goals that impact our industry and uphold the fiduciary standard.
Please send a sample Financial Plan