Financial Planner, CFP® Professional

Position Summary

We are seeking an experienced and client-focused Financial Planner to join our growing wealth management team. The ideal candidate is a CERTIFIED FINANCIAL PLANNER™ professional with a passion for building long-term client relationships and delivering comprehensive financial advice.

This role is responsible for leading client relationships, developing personalized financial plans, collaborating with internal team members, and serving as a trusted advisor to individuals and families.

The successful candidate will demonstrate strong technical expertise, exceptional communication skills, and a commitment to always acting in clients’ best interests.

Key Responsibilities

Client Relationship Management

• Cultivate prospective client leads.
• Serve as the primary advisor for an assigned group of client relationships.
• Lead client meetings and maintain ongoing communication with clients and their families.
• Build trusted, long-term relationships through proactive outreach and exceptional service.
• Identify evolving client needs and recommend appropriate planning strategies.
• Collaborate with support staff and other advisors to ensure a seamless client experience.

Financial Planning

• Develop, implement, and monitor comprehensive financial plans.
• Provide advice related to:

o Retirement planning

o Investment management

o Tax planning strategies

o Estate planning coordination

o Insurance and risk management

o Education funding

o Cash flow and debt management

• Analyze client data and prepare recommendations using financial planning software.
• Monitor client progress and adjust strategies as goals and circumstances evolve.

Business Development

• Cultivate relationships with centers of influence, including attorneys, CPAs, and other professionals.
• Participate in networking events, educational seminars, and community activities.
• Support the firm's business development initiatives through referrals and strategic relationship building.
• Contribute to the growth and retention of the firm's client base.

Team Collaboration

• Work closely with team members to deliver an exceptional client experience.
• Maintain accurate and timely client records and documentation.
• Stay current on industry trends, regulatory requirements, and best practices.

Qualifications

Required

• CFP® certification in good standing.
• Bachelor's degree in finance, financial planning, accounting, economics, business, or a related field.
• A minimum of 3 years of experience independently leading client relationships within a financial planning or wealth management firm.
• Strong knowledge of financial planning concepts, investment principles, and retirement planning strategies.
• Excellent verbal and written communication skills.
• Demonstrated ability to build trust and manage multiple client relationships effectively.
• Proficiency with financial planning software, CRM systems, and Microsoft Office applications.

Preferred

• Experience working in a Fee-Only or fiduciary advisory environment.
• Experience with tax planning and estate planning coordination.

Compensation and Benefits

We offer a competitive compensation package that includes:

• Starting salary based on industry experience and qualifications
• Incentive compensation opportunities through new business advisor bonus
• Health, dental, ST and LT disability, and life insurance
• Health club membership
• Retirement plan with employer contributions
• Paid time off and holidays
• Continuing education and CFP® renewal support
• Professional development opportunities

Pay: From $100,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan

Work Location: In person