Certified Financial Planner
Job Summary
Seeking a Certified Financial Planner (CFP), the full-time hybrid Certified Financial Advisor will establish and maintain long-term client relationships, develop personalized investment strategies, and provide financial planning guidance in Malvern, PA.
Key responsibilities
- Establish, grow, and maintain long-term relationships with clients
- Partner with investors to help them plan their financial goals
- Provide disciplined investing approaches and tax management strategies
Required qualifications
- Certified Financial Planner designation required
- Series 7, 63, or 66 (or ability to acquire within 3 months)
- Three to five years of advisory experience in financial planning and relationship management
- Proven experience managing a book of business with a track record of client satisfaction
- In-depth knowledge of financial planning, investment strategies, and industry regulations
Complete Job Description
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