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Base pay range
$120,000.00 / yr - $200,000.00 / yr
Job details
Fantastic opportunity for a Certified Financial Planner to be a personal CFO and manage clients' wealth plans!
Salary $120,000 - $200,000 per year
A Bit About Us
Our firm is an industry leader dedicated to fostering a remarkable environment where everyone can prosper. For over two decades, our focus on teamwork and client satisfaction has driven our expansion to now managing over $19 billion AUM for our existing client base of over 4,000.
We seek motivated individuals with a "How can I help?" mindset, eager to support and celebrate the achievements of clients and peers.
Why join us?
Each team member has an opportunity to own a part of our firm, which has earned countless Best Places to Work awards. Among the many benefits of our firm, we offer the following :
- Lucrative payouts
- Profit Sharing
- Fully-paid health benefits
- Work / life balance
- Flexibility
Job Details Responsibilities
- Strategizes with the lead advisor providing an outstanding experience for clients by assisting with crafting, executing, and managing a wealth management strategy that aligns with their passions and goals.
- Utilizes internal and external resources to meet client needs in areas like Estate Planning, Tax Planning, Investment Management, Risk Management, and General Planning.
- Articulates our distinctive value proposition to potential clients and strives to position the firm as their trusted financial advisor.
Qualifications
- Must be a Certified Financial Planner and minimum of a Bachelor's degree
- Have a minimum of 4 years of experience in financial and / or estate planning.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Finance and Sales
Industries
Accounting, Financial Services, and Banking
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