Financial Planner-Paraplanner– Full Time

Employer
HFM Wealth Management
Location
Connecticut
Salary
Commensurate with Experience, Min $60,000 Max $90,000
Closing date
Mar 23, 2024

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Job Role
Financial Planning Support
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Preferred

Job Details

Contributes directly to the process of financial planning for the clients of the firm, offering supervised guidance with life decisions and opportunities to gain a sense of clarity, confidence, and control.  Serves as knowledgeable in-house member of team on basic financial planning issues, techniques, and applications.  Applies the philosophy that financial planning is the desirable and preferred foundation for most of the investment portfolio work of the firm.  Direct and indirect service contact with clients as well as other professionals serving the client needs, to foster a positive long-term relationship between the client and the firm.  Co-performs the gathering and analysis of client needs, goals, and profile elements including resources, risk management, lifestyle, budget, tax planning, other holistic elements, etc.

 

Company

Corporation name: Hartford Financial Management Inc.Hartford, CT

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Are you authorized to work in the U.S.? required
Are you within commuting distance to Hartford CT, or willing to permanently relocate? required
Do you have the CFP Certification? required
Have you either completed the CFP education requirement, or passed the CFP exam? required
Do you have experience using financial planning software? required

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