Cornerstone Financial Planning seeks a full-time CERTIFIED FINANCIAL PLANNER Practitioner for our fee-only financial planning and investment advisory firm with locations in both Newington, NH and Portland, ME.
This position provides an opportunity to work within a firm that does not make sales calls, but instead focuses on personal client relationships.
Responsibilities include, but are not limited to:
Work with firm Principals and Planners to analyze, research, and implement financial solutions with clients;
Act as lead planner for a segment of clients;
Continuously oversee clients' financial situations with detail and accuracy;
Prepare and participate in client meetings - approximately 2-3 meetings per client per year;
Research various financial topics as it applies to client situations.