Certified Financial Planner

Employer
Old Peak Finance
Location
Chapel Hill, North Carolina
Salary
Depends on experience; over $60,000 + benefits
Closing date
Oct 1, 2021

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Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
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Job Details

  • Old Peak seeks an accomplished, highly motivated professional with 1-5 years' experience doing financial planning.
  • You have a CFP® designation and seek a role providing comprehensive financial planning at a fast-growing firm where you can have immediate impact and, over time, become one of our senior advisors.
  • You enjoy working directly with clients who value your advice and who rely on you and your colleagues to analyze complex financial planning challenges.
  • You enjoy working in a highly collaborative environment. We are a team of 8 professionals, and we interact with each other daily to solve client problems.
  • You will initially support a senior advisor. Over time, you will become a lead advisor.
  • You will create financial plans, construct investment portfolios, monitor clients' financial positions and communicate regularly with them. You are comfortable writing, speaking and performing a wide variety of financial analyses.
  • We do not expect you to “bring in” clients. This is a financial planning role.
  • You will have or develop expertise that is broad and deep. On any given day, you may analyze a prospect's existing investments, review a client's will, trust and powers of attorney, determine how much life insurance a client should have, or look at the tax impact of selling a holding now vs. when they retire.
  • Over time, you will have opportunities for leadership roles and to leave your mark on the firm’s strategy.

Company

Old Peak is a fast-growing, independent financial planning firm in Chapel Hill, NC. We have 5 employees, 100+ clients and $200 mm in assets under management. We are unique in four ways: • Tailored advice: Our financial plan for every client is unique, because every client's situation is unique. • On our client's side: We are fee-only fiduciaries. Our only incentive is to recommend what is best for a client. • Comprehensive advice: To identify every critical risk and opportunity, advice must be comprehensive -- financial goal planning, investing, insurance, estate planning, tax and liability management. • Smarter investing: Our investing strategy uses Nobel Prize-winning academic research and low-fee mutual funds.
Find Us
Telephone
9194598181
Location
100 Europa Dr
Suite 410
Chapel Hill
NC
27517
US

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