Financial Advisor - CFP

This Jobot Job is hosted by: Jeremy Pike

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and sending us your resume.

Salary: $120,000 - $200,000 per year

Our firm is an industry leader dedicated to fostering a remarkable environment where everyone can prosper. For over two decades, our focus on teamwork and client satisfaction has driven our expansion to now managing over $19 billion AUM for our existing client base of over 4,000. We seek motivated individuals with a "How can I help?" mindset, eager to support and celebrate the achievements of clients and peers.

Each team member has an opportunity to own a part of our firm, which has earned countless Best Places to Work awards. Among the many benefits of our firm, we offer the following:

• Lucrative payouts
• Profit Sharing
• Fully-paid health benefits
• Work/life balance
• Flexibility

Responsibilities:

• Strategizes with the lead advisor providing an outstanding experience for clients by assisting with crafting, executing, and managing a wealth management strategy that aligns with their passions and goals.
• Utilizes internal and external resources to meet client needs in areas like Estate Planning, Tax Planning, Investment Management, Risk Management, and General Planning.
• Articulates our distinctive value proposition to potential clients and strives to position the firm as their trusted financial advisor.

Qualifications:

• Must be a Certified Financial Planner and minimum of a Bachelor's degree
• Have a minimum of 4 years of experience in financial and/or estate planning.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.