Certified Financial Planner - CFP

Responsibilities

• Interview clients, analyze their entire financial life and recommend financial plans and monitor outcomes
• Show 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
• Prioritize multiple tasks and anticipate potential issues
• Create client ready presentations using Excel, PowerPoint and other technology tools
• Strong work ethic, professional appearance, and demeanor

Benefits

We offer a base compensation plan coupled with a strong quarterly bonus program.