Financial Planner with a CFP or about to get it

Portfolio Placements & Resumes, LLC
Bethesda, Maryland
Up to $80,000 plus bonus and great benefits, NO SALES!!!!
Closing date
Feb 13, 2023

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Job Role
Financial Planner
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
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They say it's all about networking so maybe this is for you or hoping you can refer someone in the CFP world with 1-3 years of experience who desires this location and a salary up to $80,000 plus bonus and benefits. Hybrid(only 2 days a week in the office)

Certified Financial Planner CFP / Financial Advisor I is primarily responsible for supporting the senior financial advisor(s) and principals of the firm in all aspects of giving advice and conducting client meetings. He/She shadows the senior financial advisor(s) and principals of the firm to develop a deeper understanding of the firm’s philosophy and approach to investing and participates in client meetings to educate clients and give advice. The Financial Advisor I regularly work in conjunction with client service associates to ensure proper preparation and completion of documentation for client meetings and processing client financial information through various financial planning software tools. Financial advisors meet regularly with the Advice Team to continuously learn, share information on best practices, identify departmental gaps, promote consistency in handling of processes and procedures, and regularly reinforce effective advice strategies that successfully cultivate lasting client relationships built upon the firm’s cultural vision.

 Bachelor’s degree minimum  Qualification and educational focus for becoming a CERTIFIED FINANCIAL PLANNER TM professional  Minimum 3 years’ work-related experience preferred  Strong verbal and written communication skills  Good analytical, problem solving, and interpersonal skills  Must be organized and detail-oriented and possess the ability to multi-task

Firm is located along Rockville Pike Route 355 Wisconsin Avenue between Bethesda and Rockville near a metro stop.

You must live in the Washington DC, Maryland or Northern Virgina area in order to be considered.


YOU MUST BE A U.S. Citizen

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