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Financial Planner: Hybrid CFP position 32 Hr Work Week w. FT Compensation

Employer
Accounting Associates Inc
Location
Blacksburg, Virginia, Charlotte, North Carolina
Salary
$50,000/yr -$80,000/yr + Benefits
Closing date
May 10, 2024

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Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Required

Job Details

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. 

Key Responsibilities:

* 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.

 

 

Company

Accounting Practice serving mostly individuals and families, 25 or so small businesses and a few multi-state and international entities. We endeavor to assist our clients with addressing any financial issues or concerns they have, so our services include many elements of financial planning. We have relationships with insurance companies and investment management companies, with approximately $25 million managed on a discretionary basis and approximately $7 million managed on a non-discretionary basis.Our small firm consists of 5 employees and is located in the pleasant, yet vibrant college town of Blacksburg, Virginia, home of Virginia Tech University.

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