Financial Planning Specialist
3 weeks ago
Crestmont Private Wealth is seeking a highly skilled Certified Financial Planner (CFP) to join our team. As a key member of our team, you will be responsible for delivering client-centric service and contributing to our mission-led, core values-focused firm.
Responsibilities:- Provide financial planning services to clients
- Develop and maintain strong relationships with clients
- Collaborate with team members to achieve business objectives
- Stay up-to-date with industry developments and best practices
Requirements:
- CFP certification
- Minimum of 5 years of experience in a client-facing role
- Strong communication and interpersonal skills
- Ability to explain complex financial concepts in a clear and concise manner
Benefits:
- 4% 401(k) matching
- Fully paid medical insurance
- Dental and vision coverage
- 5 weeks of paid time off
- 13 paid holidays
Crestmont Private Wealth is an equal opportunity employer and is committed to being an employer of choice through forward-thinking practices.
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