Financial Planner

{"h1": "Financial Planner Role at CFO4Life", "p": "At CFO4Life, we are seeking a highly skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for providing comprehensive financial planning, client service, and relationship management for clients. Your role will also involve assisting Principals and Financial Advisors with client communications, participating in client meetings, researching specific planning issues, gathering data, and developing specialized analyses for a client's comprehensive financial plan, as well as implementing the plan. This is a position with room for advancement and growth within our organization.", "ul": [{"li": "Utilize client service and wealth management expertise by providing comprehensive financial planning, foundational portfolio needs, and complex client service issues."}, {"li": "Participate in meetings with firm clients and prospective clients to gather data and prepare/present comprehensive plans."}, {"li": "Handle daily client requests and questions (phone & email), resolve inquiries, provide guidance, and ensure key information and documentation remain current."}, {"li": "Prepare client deliverables (reports, meeting documents, etc.)"}, {"li": "Ensure follow-up items are acted upon accurately, timely, and completely."}, {"li": "Work with CSAs on preparation and processing of new account paperwork, transfer paperwork, etc., ensuring quality, timeliness, and completion."}, {"li": "Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies."}], "h2": "Requirements", "ul": [{"li": "Bachelor's degree (Required)"}, {"li": "3 - 5 years of work experience in financial services relevant to the position (Required)"}, {"li": "FINRA License (Required within first 6 months of hire) Insurance Licenses (Preferred)"}, {"li": "CFP/ChFC certification (Required)"}, {"li": "Strong relationship management and customer service skills"}, {"li": "High level of interpersonal skills"}, {"li": "Time and project management skills"}, {"li": "Passion to be successful in a team environment"}, {"li": "Flexible, with a fast-paced 'growth environment' mindset"}, {"li": "Exceptional communication skills, both written and verbal"}, {"li": "Thorough understanding of the financial planning industry with an aptitude for applying financial planning knowledge in real-life situations"}, {"li": "Demonstrate acute attention to detail and processes"}, {"li": "Reliable, professional, well-organized, and self-driven"}, {"li": "Preferred experience utilizing eMoney, Salesforce CRM, Microsoft Office Suite"}], "h3": "Compensation and Benefits", "p": "Competitive base salary with variable bonus for team and individual levels of production; 401(k) plan with employer matching; Medical, dental, life, and disability insurance; Paid holidays and PTO (including parental leave)"}