Certified Financial Planner

3 days ago


Reston, Virginia, United States Croak Capital Full time

At Croak Capital, we're seeking a seasoned Financial Planner to join our team and provide expert guidance to our clients. As a key member of our Advisor team, you'll be responsible for developing and managing personalized financial plans, focusing on investment strategy and portfolio management.

Key Responsibilities:

  • Collaborate with our lead advisor to create and implement tailored financial plans, ensuring alignment with clients' goals and risk tolerance.
  • Manage investment portfolios for clients, utilizing your expertise to optimize returns and minimize risk.
  • Stay up-to-date on market trends, investment products, and compliance requirements to provide the best possible service to our clients.
  • Utilize financial planning software to generate reports, analyze data, and track client progress.
  • Conduct regular client reviews, adjusting financial plans and portfolios as needed to ensure optimal results.
  • Serve as a key point of contact for clients, offering clear communication and expert guidance to help them achieve their financial goals.

Requirements:

  • CFP certification required.
  • Series 65 or comparable license required.
  • 3+ years of experience in a client-facing role, with a strong background in investment management.
  • Proficiency with financial planning, investment management, and reporting software.
  • Excellent communication skills, with the ability to explain complex financial concepts simply.
  • Ability to manage multiple client relationships and prioritize effectively.

What We Offer:

  • Competitive salary: $110,000 - $130,000
  • Comprehensive healthcare coverage
  • Professional growth opportunities within a team environment

*In-person role only, must be in office daily.*



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