Financial Planner
Pursuit
Financial Planner (CFP) – Growth Opportunity into Advisor Role We're partnering with a well-established, boutique financial planning and wealth advisory firm to hire a Financial Planner (CFP) to support a growing client base and play a key role in the firm's continued success. This is an excellent opportunity for a hands-on planner who enjoys building comprehensive financial plans, contributing to investment strategy, and working closely with experienced advisors - with a clear path to grow into an Advisor role over time if desired. What You’ll Be Doing Develop and prepare comprehensive financial plans Analyze client portfolios and provide planning/investment recommendations Support client review prep and ongoing financial strategy Assist with investment analysis and potential trading activity Contribute to insurance and risk management planning Take ownership of smaller client needs to support senior advisors Operate as a true team player, wearing multiple hats in a collaborative environment Role Requirements Series 6 license 5+ years of financial planning experience (flexible for exceptional candidates) Based locally in or near Greensboro, NC Life & Health Insurance license (or willingness to obtain) Strong background in insurance and risk planning Why This Opportunity Stands Out Clear growth path - opportunity to evolve into a Financial Advisor role Broad exposure - gain experience across planning, investments, and insurance High impact - play a key role in supporting advisors and enhancing client experience Tight-knit team - work closely with leadership and make a meaningful contribution #J-18808-Ljbffr Pursuit
Vacancy posted 4 days ago
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