Certified Financial Planner

4 days ago

The Woodlands, United States RecruitPod Global Full time

Who We Want:

The Financial Planner position directly supports one or more Wealth Advisors. The planner partners with the advisor to prepare, deliver and present high-quality, comprehensive plans and reviews for both prospects and clients. We are looking for someone analytical, tenacious, accountable, collaborative, and resourceful. The ideal candidate takes the initiative, works autonomously, and demonstrates follow-through on all projects.


Position Summary

You will partner with a team of financial planning specialists and CFP practitioners to deliver an exceptional planning experience for all clients.

We are seeking a Financial Planner who is collaborative, has strong technical skills, effective communication skills, excellent organizational and critical thinking skills, and excels in a fast-paced, high-volume environment.


Essential Job Functions

· Utilize the seven steps of the financial planning process outlined for CFP® practitioners

· Planning areas: cash flow, tax planning, major purchase planning, asset allocation planning, risk management, retirement planning, business planning, estate planning

  • Input data into financial planning software
  • Draft/review custom financial planning advice
  • Present financial plans without supervision
  • Implement financial planning advice
  • Collaborate with other planning team members to create and implement best practices.
  • Tax Planning


Other Job Functions

· Firm Support

  • Researching financial planning topics
  • Attend and participate in marketing events
  • Serve as a financial planning subject matter expert
  • Participate in training software and other wealth plan systems
  • Collaborate with other financial planners
  • Assist/Lead monthly Wealth Advisor/Financial Planning meetings.
  • Future opportunity to oversee and organize a team of financial planners


Knowledge, Skills, and Abilities

  • Minimum of five (5) years of relevant experience
  • Bachelor’s degree required
  • CFP® practitioner
  • A CPA designation is a plus
  • Minimum of 5 years of experience in the financial industry
  • Money Guide Pro and Salesforce experience a plus
  • Microsoft Office Suite – Intermediate
  • Superior client service skills
  • Drive for professional growth
  • Excellent phone and personal communication skills


Job Type: Full-time


Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Disability insurance
  • Flexible schedule
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Retirement plan
  • Vision insurance


Compensation package:

  • Bonus opportunities


Schedule:

  • Monday to Friday

Work Location: In person

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