Financial Planner / CFP®

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