Certified Financial Planner
2 weeks ago
Role
Certified Financial Planner, CFP
Location
100% onsite in Scottsdale, AZ. (Relocation assistance is available.)
Travel
As needed.
Reports to
VP, Advanced Planning and Portfolio Solutions
Employment Type
Full-Time, W2, Direct Hire
Benefits
Medical, Dental, Vision health insurance. Life and Disability Insurance. FSA. 401k. Bonus. Incentives.
The Opportunity
The CFP will educate advisors on advanced financial planning techniques. This role involves helping the advisor navigate complex estate planning strategies, charitably inclined clients, and business owner planning through the use of specialized insurance products to solve and mitigate the pain points within the plan.
In essence, this role involves "connecting the dots" for financial advisors, an essential function. For example, if a financial advisor works with a couple with a $40M net worth who needs to plan for their teenage kids in case of their untimely death, they might need guidance on structuring assets to maximize the inheritance for the children while minimizing the tax impact. We receive daily calls from various RIAs and IARs seeking such expertise.
This highly entrepreneurial position requires a candidate with the energy and ambition to thrive. It's an excellent opportunity for someone with strong business acumen and experience in dealing with sophisticated and ultra-high-net-worth clients. As an employee and member of the APPS Team, there is significant potential for growth.
The Company
We are a leading organization representing the next evolution in advisor partnerships.
Our approach is centered on five key pillars: integrated business development, advanced planning, a robust insurance platform, strategic marketing, and streamlined operations.
Notably, our commitment to assisting sophisticated advisors who manage high-net-worth clients with a minimum net worth of $10 million, extending up to multi-billion-dollar portfolios has separated us from the competition.
Qualifications, skills, and experience
- Certified Financial Planner (CFP): Must hold the CFP designation, which involves passing exams on various modules including financial planning, insurance, estate planning, risk management, tax planning, and retirement savings.
Experience:
- Insurance or wealth management industry experience is required with familiarity with Registered Investment Advisors (RIAs) and/or Broker-Dealers.
- Proven experience in the financial planning sector.
- Previous advisory experience is a plus.
Energy and Ambition:
- High energy and a proactive attitude are crucial. We seek individuals who are enthusiastic and driven.
- Must have the ambition, drive, and work ethic to thrive in an entrepreneurial environment.
- Industry Knowledge: Experience working with RIAs and Broker-Dealers is required.
- Candidate must be based Scottsdale, AZ.
- The company is unable to sponsor a Visa.
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