Classic Financial Planning for Individuals, Families and Small Businesses. Hybrid position. Firm implements a 32 Hr Work Week with FT Compensation. Planners with 3 years+ Experience are preferred, but more recent CFPs are welcome to apply.
* Financial Plan Development - draft and hone Financial Plans for In-house clients.
* Collaborate - with in-house Tax Advisors and Investment Managers as well as external professionals in Law and Insurance.
* Compliance and Documentation - ensure all actions comply with regulatory requirements and company policies. Maintain necessary records and doumentation.
* Client Communicaiton - keep clients informed about the progress of their financial plan implementation, including periodic reviews, addressing any questions or concerns promptly and effectively.
* Continuous Improvement - stay knowledgeable of new and various potential solutions which may fit and improve clients' financial plans and the implementation of such plans.