Certified Financial Planner

3 weeks ago


Scottsdale, Arizona, United States Sonora Investment Management Group, LLC Full time
Job Overview

Sonora Investment Management Group, LLC is seeking a highly skilled Certified Financial Planner to join their team in Scottsdale, AZ.

The ideal candidate will have a strong background in financial planning, personal financial planning, and retirement planning, with a focus on creating customized investment solutions for clients.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients
  • Provide expert advice on investment strategies and portfolio management
  • Conduct thorough financial analyses to identify areas for improvement
  • Collaborate with clients to set and achieve financial goals
  • Stay up-to-date on industry trends and best practices
Requirements
  • 3+ years of experience in wealth management or financial advisory
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Certified Financial Planner (CFP) certification
  • Bachelor's degree in Finance, Economics, or related field

Sonora Investment Management Group, LLC offers a dynamic and supportive work environment, with opportunities for professional growth and development.


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