Financial Planner

Company Description Main Street Financial Life Advisors, LLC® (MSFLA), in conjunction with Roman & Kulpa, LLC (Certified Public Accountants), provides portfolio management, investment consulting, and personal financial planning services to families and trusts. The firm emphasizes independent, client-first advice and leverages a relationship-focused approach to understand each client’s goals and concerns. MSFLA uses extensive professional knowledge to design tailored financial plans aligned with individual objectives. Investment advisory services are offered through both CWM, LLC, an SEC Registered Investment Advisor, and MSFLA, a New Jersey Registered Investment Advisor, while Roman & Kulpa, LLC operates as a separate but complementary CPA firm. This structure offers clients coordinated financial and tax guidance while maintaining clear regulatory and advisory boundaries. Role Description The Financial Planner is a full-time, on-site role based in Moorestown, NJ. This role involves meeting with clients to gather financial information, clarify goals, and assess current financial situations. The Financial Planner will analyze data to develop comprehensive financial plans, including retirement, investment, tax, insurance, and estate planning recommendations, and present these plans in a clear and accessible manner. Day-to-day responsibilities include monitoring client portfolios, updating plans as circumstances change, preparing reports and documentation, and coordinating with CPAs and other professionals to deliver integrated advice. The role also includes staying current with financial regulations and market trends, supporting client education, and contributing to ongoing improvements in planning processes and tools. Qualifications Candidates should possess strong Financial Planning and Personal Financial Planning skills, with experience creating comprehensive plans for individuals and families. Candidates should possess expertise in Retirement Planning, including strategies for accumulation, distribution, Social Security optimization, and tax-efficient withdrawal planning. Candidates should possess a solid foundation in Finance, including understanding of investments, risk management, asset allocation, and portfolio construction. Candidates should possess Certified Financial Planner (CFP®) certification or be actively pursuing CFP® designation, or a comparable recognized financial planning credential. Candidates should possess excellent analytical and quantitative skills, with the ability to interpret complex financial data and communicate recommendations clearly. Candidates should possess strong interpersonal and communication abilities, with a client-centric mindset and capacity to build long-term relationships. Candidates should possess proficiency with financial planning software, CRM tools, and standard office applications (e.g., Excel, Word, PowerPoint). Candidates should possess a bachelor’s degree in finance, accounting, economics, business, or a related field; advanced degrees or additional professional licenses (such as CPA) are beneficial. Candidates should possess high ethical standards, sound judgment, attention to detail, and the ability to work collaboratively within #J-18808-Ljbffr Main Street Financial Life Advisors, LLC®