Senior Financial Planner Position

2 weeks ago


Akron, Ohio, United States Accurate Staffing Full time
Job Overview

This is a senior-level position that requires a highly intelligent Certified Financial Planner (CFP) with a minimum of 5+ years of true financial planning experience. You will be responsible for delivering sound financial advice to new and existing clients and earning their trust and respect.

The ideal candidate will have above-average math and computer skills, with the ability to quickly learn new software. Strong knowledge of cash flow management, asset allocation, and retirement planning is expected, as well as tax planning, debt financing, estate, and insurance knowledge.

As a Wealth Advisor, you will have the opportunity to work in a non-commissioned, small-firm environment with a high level of intellectual stimulation. Our company culture values professionalism, integrity, and a passion for delivering exceptional client service.



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