Job Description
About the position The Certified Financial Planner position is designed for experienced financial professionals seeking to operate independently while receiving support from a dedicated management team. This role emphasizes a competitive pay structure and a comprehensive benefits package, making it an attractive opportunity for those with a strong business development mindset and a proven track record in the financial services industry. Requirements • 3+ years in financial service • Bachelor's degree in Business, Accounting, or Finance or relevant field preferred • Certified Financial Planner, Series 65, or Series 66 • Self-starter with a strong business development mentality • Proven track record in financial planning • Ability to bring a portable book of at least 25mm Nice-to-haves • Reliable • Goal-oriented • Self-directed • Collaborative/Team-oriented • Financial industry knowledge - investment, risk management concepts and terminology, basic statistics/portfolio theory • Strong analytical skills • Comfortable making presentations and telephone conversations • Passion for the customer experience and being part of a team • Dedicated to pursuing a career in the financial services industry Benefits • Competitive pay structure • Full range of benefits • Support staff to focus on clients Apply tot his job