At Sharkey, Howes & Javer, 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 clients of the firm reach their financial goals. • Ability to articulate/demonstrate strong communication skills and aptitude in a team atmosphere. • Preferred 5 years of applicable industry experience, including: o Writing and presenting comprehensive financial plans one-on-one with 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. o Analyzing and presenting investment portfolios clients. • Excellent verbal and written communication skills; detail oriented; able to manage many time-sensitive 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 Beth Smith and please include "SH&J CFP™" in the subject line. We look forward to hearing from you!
minimum of 5 years of applicable industry experience
Additional Salary Information: DOE plus full benefits
At Sharkey, Howes & Javer: Our approach makes us uniquely suited to offer truly personalized service and design plans with your best interests in mind. Listen to our principals share a little bit about what sets SH&J apart.
We put our clients’ interests ahead of our firm's.
We adhere to the highest standards of truthfulness, integrity, and trustworthiness.
We maintain confidentiality of our... client’s information and circumstances.
We tell clients the truth and are ready to defend our opinion even though it may adversely affect firm revenue or endanger continuance of the client relationship.
We provide only those services for which the firm is competent and that provide full value for the client.