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: email@example.com. 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.
About The Financial Advisory Group
The Financial Advisory GroupBuilding futures, one family at a time…Every family has questions and concerns about the financial issues critical to a family’s long-term well-being: building wealth, funding an education, planning for retirement, and more.The Financial Advisory Group is a fee based Asset Management and Financial Planning Firm based in York, Pa., staffed with three CERTIFIED FINANCIAL PLANNER™ Practitioners with combined experience of over 45 years. We strive to be the foremost trusted advisor to those whom we represent, through outstanding service and caring relationships. We have developed an approach that provides families with a clear path toward important lifetime financial goals.Unlike some firms that focus on commissions from a limited number of investment products, the Financial Advisory Group offers guidance based on what’s best for you. We offer independent, objective research designed to help pursue your goals.Another factor sets us apart: the value we place in an individualized approach. Every individual or family comes to The Financial Advisory Group with a unique set of circumstances – and unique challenges. Our advisors take time to understand each family’s situation, using a thorough discovery process to develop a plan.