Certified Financial Planner
3 days ago
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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