Certified Financial Planner

Responsibilities

• Ability to interview clients, analyze their entire financial life and recommend financial plans and monitor outcomes
• Display in-depth knowledge of Financial Planning software tools and accurate input of financial data
• Create customized solutions for managing risk, accumulating wealth and optimal management of income and taxes
• Create family budgets, tax-sheltered investment plans, retirement savings and major purchase timelines

Qualifications

• Progress towards a CFP is preferred, the short-term goal of becoming a CFP is required
• Bachelor’s degree in Business, Finance, Accounting and/or related major
• CPA, CLU, CHFC, MBA is a plus
• Experience with Life and Health insurance
• Strong demonstrated quantitative and analytical skills
• Superior communication skills who take initiative and accountability
• Proven ability to understand client objectives and risk tolerance
• Excellent time management and strong organizational skills with the ability to prioritize multiple tasks and anticipate potential issues.
• Create client ready presentations using Excel, PowerPoint and other technology tools and software

Pay

$70,000 - $120,000 plus bonus depending on experience