Financial Planner

Dynamic fee-only financial planning firm seeks experienced CFP ®. This professional position is an excellent career track job for an individual that has a passion for the heart and soul of financial planning and investment management and who would value the opportunity to work in a team environment with one of the more progressive ‘fee-only’ wealth management firms in the profession. This individual will help serve as a primary relationship manager for high-net worth clients.  This position will include responsibilities for business development as well as junior advisor and overall team development.

Requirements:

Certified Financial Planner® Designation Excellent Listening Skills Strong written and personal communication skills An entrepreneurial attitude with a desire to exceed expectations and help the firm grow. A proven ability to work well with others and grow relationships inside/outside the firm. An extensive understanding of investment management and financial planning Minimum of 15 years working in the Personal Wealth Management industry Excellence in Excel, Word and PowerPoint preferred. Knowledge of Salesforce a plus. Experience as a public speaker or classroom instructor a plus.