Financial Planner

Job Posting: Certified Financial Planner at ACT Advisors

About Us: At ACT Advisors, we pride ourselves on being renegade guardians in the financial advisory landscape. Our core values are trust, fiduciary duty, authentic compassion and discretionary effort. Prospective clients are pursuing us and we need an additional CFP in the Asheville/Charleston area or remote to meet the demand. We are fee only fiduciary advisors 100% focused on client success.

Position: Financial Advisor

We are seeking an experienced CFP to join our dynamic team. In our fully supported and systematized practice, you will provide our clients with expert financial guidance and actionable recommendations. The ideal candidate will embody our values and have at least $1M in fee-based assets under management that they expect to transfer in.

What We Value:

• Trust: We build lasting relationships by being transparent, reliable, and acting with integrity.
• Fiduciary Duty: We adhere to the highest standards, ensuring our clients' needs are always prioritized.
• Discretionary Effort: We strive for excellence in everything we do, constantly seeking ways to exceed client expectations.
• Authentic Compassion: We care deeply for our clients and our staff.

Responsibilities:

• Assess clients’ overall financial picture, understand their needs, and develop solid financial plans.
• Guide clients toward secure and beneficial financial decisions.
• Cultivate and expand a robust client base through referrals.
• Comply with all industry rules and regulations.
• Liaise with providers, solicitors, valuers, and other professionals.

Skills:

• Proven working experience as a financial advisor.
• Strong communication, negotiation, and presentation skills.
• Accuracy, attention to detail, and the ability to explain complex information clearly and simply.
• Excellent PC knowledge and ability to operate database systems.

Additional Compensation:

• Substantial Bonuses

Benefits:

• Health insurance
• Retirement plan
• Paid time off
• Flexible schedule

Our Culture:

• Detail-oriented: Quality and precision-focused.
• Aggressive: Competitive and growth-oriented.

Paid Training:

• No

Schedule:

• Monday to Friday

Application Process: Impress us with your cover letter, follow-up, and your past record of success as a financial advisor. Only applicants who submit both a cover letter and resume with relevant experience will be considered.