CFP Financial Advisor
Job Summary
Seeking an experienced CFP Financial Advisor, the full-time position will work remotely to develop and implement comprehensive investment, financial, insurance, tax, and estate planning strategies for clients while managing an existing book of business.
Key responsibilities
- Serve as the primary contact for prospective and current wealth management clients
- Create, deliver, execute, and manage complex financial plans based on clients' overall financial situations
- Ensure compliance with industry regulations while providing an exceptional client experience through collaboration with client service and trading teams
Required qualifications
- Certified Financial Planner (CFP) designation
- 7 or more years of experience in a client-facing role within the financial services industry
- Proficiency in discussing and presenting complex financial planning topics to clients and prospects
- Strong computer skills, including proficiency in Salesforce, Word, Excel, and G Suite
- Clean U4 with no disclosures
Complete Job Description
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