Certified Financial Planner
1 day ago
We are seeking a highly skilled Financial Planner to join our team at Carson Wealth. As a Financial Planner, you will partner with our Wealth Advisors to deliver comprehensive financial plans and reviews to our clients.
Key Responsibilities:
- Prepare and present high-quality financial plans and reviews
- Collaborate with Wealth Advisors to deliver exceptional client service
- Utilize financial planning software to input data and draft custom financial planning advice
- Present financial plans without supervision
- Implement financial planning advice and collaborate with other planning team members to create and implement best practices
Requirements
To be successful in this role, you will need:
- Minimum of five years of relevant experience in the financial industry
- Bachelor's degree required
- CFP practitioner certification
- Strong technical skills and effective communication skills
- Excellent organizational and critical thinking skills
What We Offer
At Carson Wealth, we offer a competitive compensation package, including a robust menu of benefits, including 401(k), health insurance, paid time off, multiple paid holidays, and life insurance.
We are committed to providing our employees with opportunities for professional growth and development. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.
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