Certified Financial Planner

2 months ago

Tarrytown, United States Fortis Lux Financial Full time

Fortis Lux is a comprehensive financial planning firm that provides wealth management, risk management, trust and estate planning advice and solutions to address the present and future financial needs of our clients. We are looking for a Certified Financial Planner that will work closely with a top producing team. This individual should be highly motivated with a desire to grow and be mentored.

 

Qualifications

  • The ideal candidate will have at least 3 years of financial planning experience.
  • Demonstrate ability to maintain effective working relationships with clients.
  • Excellent oral and written communication skills.
  • Able to practice active listening and communicate in a direct manner.
  • Strong attention to detail with the ability to work in fast paced environment.
  • Advanced working knowledge of Microsoft Office Suite (Outlook, Excel, Word, PowerPoint)
  • Familiarity with eMoney software is preferred.

 

Responsibilities

  • Conduct thorough financial assessments for clients, including analyzing their financial situation, goals, risk tolerance, and investment preferences.
  • Develop personalized financial plans tailored to each client's unique needs and objectives.
  • Provide ongoing financial advice and guidance to clients, monitoring their progress towards their financial goals and adjusting their plans as necessary.
  • This is a hybrid position, but must have availability to meet in the Westchester area with internal team/clients as needed.


Benefits

Competitive base salary and bonus 

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