Financial Planning Strategist

2 weeks ago


Greenville, South Carolina, United States NFP Full time
About the Role

We are seeking a highly skilled Financial Advisor to join our team at NFP. As a key member of our client-facing team, you will play a critical role in delivering strategic financial planning advice to our clients.

Key Responsibilities
  • Meet with clients to gather information and develop comprehensive financial plans
  • Utilize expertise in estate planning, insurance, investments, retirement planning, tax planning, and philanthropy to create high-value financial plans
  • Work closely with clients to ensure timely execution of planning strategies and maintain a comprehensive list of financial planning action items
  • Stay up-to-date on regulatory matters impacting job duties and conduct productive meetings with disciplined follow-up
Requirements
  • 3-5 years of relevant experience in financial planning or a related field
  • Bachelor's degree or higher from an accredited university; major in financial planning, business, accounting, finance, or economics preferred
  • Intermediate computer skills, including knowledge of MS Office and ability to quickly learn new software programs
  • CFP designation preferred; Series 7 & 66 or Series 6, 63, and 65 licenses
What We Offer

NFP is proud to offer a competitive salary, PTO, paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.



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