Financial Planner

Location
York, Pennsylvania
Posted
Jun 08, 2020
Closes
Jul 08, 2020
Employment Type
Full Time
Level
Experienced

The Financial Advisory Group, an independent financial services provider based in York, Pa., has an immediate opening for a Financial Planner.  We have developed an approach that provides families with a clear path toward important lifetime financial goals and seek a qualified, degreed professional to join our team. 

Qualified candidate will possess a Bachelor’s degree from an accredited college or university, CFP credential or current CFP candidate, proficiency with Microsoft Office and 2+ years’ relevant experience.  This position will support the operational needs of our growing advisory practice and will serve in a support role to handle research, portfolio analysis, client communication and, over time, financial plan development.  Our ideal candidate will demonstrate excellent analytical skills, be detail-oriented and have excellent written and verbal skills.

Responsibilities will include:

* Maintain existing client relationships and develop new client relationships

* Participate in preparation of client financial plans

* Conduct portfolio analysis and strategy research

* Lead and support client meetings

* Support portfolio management and trading operations

* Support business related to staff and vendors

 

The Financial Advisory Group is an SEC Registered LPL Financial Investment Advisor.  We offer a competitive salary, competitive benefits to include health, dental, vision, short-term and long-term disability, life insurance and a 401(k) plan plus a generous paid time off benefit in addition to the opportunity for professional growth in our established business.  Qualified candidates should send resume with salary history to:  recruiteba@comcast.net.  Please reference: Financial Planner in the subject line.  Pre-employment background screen required.  No phone calls or walk-ins please.  EOE



Qualified candidate will possess a Bachelor’s degree from an accredited college or university, CFP credential or current CFP candidate, proficiency with Microsoft Office and 2+ years’ relevant experience.