Description: Our client is currently seeking a Certified Financial Planner to join their rapidly growing business,
Boutique financial planning firm dedicated to providing personalized and comprehensive wealth management services to individuals, families, and small businesses. We strive to help our clients achieve their financial goals through careful planning and expert guidance.
Key Responsibilities:
Develop and manage financial plans for personal, family, and business clients
Conduct meetings to understand clients' financial objectives and provide tailored advice
Monitor and review client accounts, making adjustments based on performance and changing needs
Stay current with financial regulations and market trends
Collaborate with colleagues to ensure a comprehensive approach to wealth management
Qualifications:
FINRA Licenses, CFP® or CFA preferred
2-5 years of experience in wealth management for personal, family, and business clients
Experience with CRMs, Redtail experience preferred
Strong analytical and problem-solving skills
Excellent interpersonal and communication skills
Proven ability to build and maintain long-term client relationships
Proficiency in financial planning software and tools
Benefits:
Competitive salary and performance-based bonuses
Health, dental, and vision insurance
Retirement plan with company match
Contact: pgaldieri@judge.com
This job and many more are available through The Judge Group. Find us on the web at www.judge.com
