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Financial Planner
2 months ago
We are seeking a skilled Advisor to join our team at Bookman Consulting, a wealth management firm with a strong presence in the industry. As an Advisor, you will play a crucial role in helping our clients achieve their financial goals.
Key Responsibilities:
- Manage client relationships and provide personalized financial planning services
- Develop and implement investment strategies to meet client objectives
- Collaborate with our team to identify new business opportunities and grow our client base
- Stay up-to-date with industry trends and best practices to provide exceptional service to our clients
Requirements:
- Active CFP certification and clean U4 record
- Excellent communication and presentation skills
- Experience in direct AUM/client management
- Series 7 license (or equivalent)
What We Offer:
- Competitive salary range of $150k-$190k all in, plus benefits and PTO
- Opportunities for growth and development within our company
- A stable and financially healthy work environment with a strong corporate culture
If you are a motivated and experienced Advisor looking for a new challenge, we encourage you to apply. Please attach a Word document version of your resume to your application.
