Financial Planner

4 days ago


Albuquerque, New Mexico, United States John Moore Associates Full time
Financial Planner

At John Moore Associates, we're seeking a dedicated Financial Planner to join our team. As a key member of our team, you'll play a vital role in helping our clients achieve their financial goals through values-based planning.

Key Responsibilities:
  • Client Engagement: Build strong relationships with new clients rooted in trust and shared values, leading the client onboarding process.
  • Financial Planning: Gather, analyze, and input client data to construct tailored financial plans that align with their personal and faith-based goals.
  • Client Meetings: Prepare for and lead client review meetings, taking detailed notes, managing follow-ups, and executing necessary action items.
  • Client Communication: Address client questions and concerns via in-person meetings, phone conversations, and email communication, ensuring a high level of responsiveness and care.
  • Service Coordination: Communicate and delegate client service needs to the support team, ensuring seamless client experiences.
  • Investment Committee Participation: Engage in weekly investment committee meetings to stay informed on market trends and provide clients with informed investment advice.
  • Business Development: Support business development initiatives by contributing thought leadership, building relationships with centers of influence, attending local association meetings, and leading client/prospect events.
  • Professional Growth: Attend conferences for networking and professional development to remain at the forefront of financial planning best practices.
  • Travel: Conduct semi-annual to quarterly travel to meet with remote clients, strengthening client relationships through in-person interactions.
Requirements:
  • Education: Undergraduate degree in a related field.
  • Experience: Minimum of 3 years of financial planning experience.
  • Licensing: Active Series 65 license.
  • Certifications: Certified Kingdom Advisor (CKA) and Certified Financial Planner (CFP) designations required for hire or within 18 months of hire.
  • Communication: Exceptional verbal and written communication skills, with the ability to convey complex financial concepts in a clear, compassionate manner.
  • Analytical Skills: Strong analytical and problem-solving abilities to develop tailored financial strategies.
  • Technical Proficiency: Proficient in Microsoft Office Suite and financial planning software (MoneyGuide Pro preferred).
  • Organizational Skills: Ability to prioritize and manage multiple time-sensitive tasks effectively.
  • Teamwork: Capable of working independently while contributing positively to a collaborative team environment.
Benefits:
  • Compensation: Competitive base salary with variable quarterly compensation.
  • Retirement: 401(k) plan with employer match.
  • Health: 100% Employer-paid group health insurance, dental, and vision
  • Insurance: 100% Employer-paid disability income and life insurance
  • Professional Development: Opportunities for growth and development through designations, conferences, and networking events.
  • Equity-sharing: Minority equity opportunities based on tenure and performance

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