Certified Financial Planner
$100k - $135kPrecision Financial Services
Job Description
Job Description
Certified Financial Planner (CFP)
Location: Mine Hill, NJ
Job Type: Full-Time | In-Office
Salary: $100,000–$135,000 per year
About the Role
We are seeking a Certified Financial Planner (CFP) to take a leading role in delivering comprehensive financial planning services to our clients.
This position will work closely with the President/Lead Advisor and other advisors to develop, implement, and maintain financial plans while providing a high level of service and attention to detail.
This is a non-sales financial planning position . You will work with an established client and prospect base and will not be responsible for generating new business or meeting sales quotas.
Responsibilities
- Lead and manage the financial planning process for clients
- Develop, prepare, and maintain comprehensive financial plans
- Utilize eMoney and other financial planning technology
- Gather, organize, and analyze client financial information
- Work closely with advisors to develop appropriate planning strategies
- Meet and communicate with clients regarding their financial plans
- Maintain accurate and up-to-date client information and planning records
- Support new client onboarding and information-gathering processes
- Identify opportunities to improve the efficiency and quality of the firm's planning process
- Take ownership of the firm's financial planning responsibilities
- Maintain a high level of accuracy, professionalism, and confidentiality
Qualifications
- Certified Financial Planner (CFP®) certification required
- Bachelor's degree required; Finance, Financial Planning, Business, or Economics preferred
- Financial planning experience required
- Strong knowledge of comprehensive financial planning concepts
- Experience with eMoney or similar financial planning software preferred
- Excellent attention to detail and organizational skills
- Strong written and verbal communication skills
- Comfortable interacting directly with clients
- Ability to manage multiple priorities and meet deadlines
- Strong work ethic and accountability
Compensation & Benefits
- $100,000–$135,000 annual salary
- Performance Bonus
- 401(k)
- Profit Sharing
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Paid Time Off (PTO)
Why Join Us?
- Work directly with experienced financial advisors
- Take a leading role in the firm's financial planning practice
- Work with an established client base rather than focusing on sales
- Opportunity for long-term professional growth
- Play an important role in improving the firm's planning process and client experience
Schedule: Full-Time, Monday–Friday
Work Location: Mine Hill, New Jersey
Work Arrangement: 100% In-Office
Vacancy posted 23 days ago
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