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Financial Planner / CFP®

Employer
Commonwealth Financial Group
Location
Charleston, South Carolina
Salary
50-55k + bonus & benefits
Closing date
Jul 13, 2022

View more

Job Role
Financial Planner
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Preferred
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Job Details

Responsibilities & Activities:

-Mastery of eMoney financial planning software (accurate input and analysis of financial data).          

-Proactively identify and articulate client needs and opportunities.

-Create meeting agendas and materials to include client-facing Executive Summary and interactive eMoney presentation.

-Track workflow of cases and meet deadlines.

-Assist advisors in answering questions from clients; interact with clients in-person and over the phone, as needed.

-Prepare reports and analysis for annual client review meetings.

-Provide administrative support, as needed. 

-Keep current with / report out on relevant changes in legislation (as it pertains to financial planning) and updates within eMoney.

 

Requirements:

-Bachelor’s Degree in Business, Finance or related major

-CFP® designation (or in progress)

-Meticulous attention to detail

-Excellent time management and strong organizational skills

-Clear and concise writing style

-Demonstrated quantitative and analytical skills

-Desire to work collaboratively as part of a team

-Strong work ethic with professional appearance and demeanor

 

Priority Given to Candidates With:

-FINRA Series 7 & 66 licenses

-Investment, insurance or tax experience

-Familiarity with eMoney or similar financial planning software

 

Perks:

-Salary (commensurate with experience and licensing)

-Benefits package

-Mentorship and learning opportunities

-High-energy, enjoyable work environment

Company

Since our inception in 2000, our concern for our clients has been the driving force behind everything we do. We believe in living a life of significance and helping our clients achieve alignment between their financial goals and what's really important. The value we provide our clients is our independent advice and a team-oriented approach to providing a personalized financial strategy. We believe important decisions with our clients help them to define what true wealth means and this enables them to have a positive impact now and for generations to come.

Find Us
Website
Telephone
8438844545
Location
225 Seven Farms Dr.
Suite 106
Daniel Island
SC
29492
United States
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