Financial Planner

Job DescriptionJob Description

We are seeking a dedicated Financial Planner/Paraplanner to join our team in providing comprehensive financial planning services to our clients. In this role, you will play a crucial part in helping clients navigate life's financial decisions, providing them with clarity, confidence, and a sense of control over their financial future.

**Key Responsibilities**

• Act as an in-house expert on fundamental financial planning concepts, techniques, and applications.
• Embrace our philosophy that financial planning is the cornerstone of effective investment portfolio management.
• Engage directly and indirectly with clients and collaborate with other professionals to meet clients' needs.
• Participate in the collection and analysis of client data, including financial resources, risk management, lifestyle considerations, budgeting, tax planning, and other holistic aspects of financial planning.
• Educate clients on financial planning processes, explain strategies, and deliver clear and concise reports on their financial planning activities.

**Minimum Qualifications & Performance Readiness**

• A four-year college degree in a relevant field of study.
• At least 1 year of relevant industry experience.
• Progress toward obtaining a Certified Financial Planner (CFP) designation is highly desirable.
• Proficiency in financial planning software (e.g., MoneyGuidePro/eMoney) and MS365 Suite (Outlook, Excel, Access, Word, File Explorer, PowerPoint, Publisher).
• Competence in Adobe Acrobat, web meeting applications, CRM systems, and familiarity with data exports and reporting from portfolio accounting software (e.g., Tamarac, SS&C/Advent Axys).
• Understanding of basic concepts, laws, and regulations in estate planning, taxation, and portfolio management. CPA or estate specialist level expertise is not required.
• Knowledge of the characteristics of all publicly traded securities.

**Remote Work Policy**

Our current policy allows for limited remote work with prior approval. Please note that this policy is subject to change.

**Join Our Team**
If you are passionate about financial planning and eager to help clients build a secure financial future, we would love to hear from you. Take the next step in your career with a firm that values the role of financial planning in wealth management.

Company Description10-person firm provides:
- Wealth management services to families/businesses in a team-based approach, doing business as HFM Wealth Management.
- Fee-based portfolio management and consulting services to financial institutions.
- Potential for some hybrid remote work on fixed days of the weekCompany Description10-person firm provides:\r
- Wealth management services to families/businesses in a team-based approach, doing business as HFM Wealth Management.\r
- Fee-based portfolio management and consulting services to financial institutions.\r
- Potential for some hybrid remote work on fixed days of the week

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