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Certified Financial Planner

Coastal Wealth

Mundelein, IL

Job Description

Position Overview:

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Coastal Wealth is seeking an experienced Financial Planner to support our advisors by preparing comprehensive financial plans for their clients. This role is ideal for a Certified Financial Planner (CFP) or a candidate actively pursuing their CFP designation, with 3-5 years of experience in drafting and developing financial plans. The ideal candidate will possess strong technical knowledge and the ability to translate complex financial data into actionable strategies for clients.

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Key Responsibilities:

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  • Collaborate with advisors to create and deliver customized, comprehensive financial plans tailored to clients' individual goals and needs.
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  • Analyze clients' financial information, including investments, retirement accounts, insurance policies, tax strategies, and estate plans.
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  • Utilize financial planning software (e.g., eMoney) to model scenarios and develop recommendations.
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  • Stay updated on industry trends, regulations, and best practices to ensure accurate and compliant financial planning.
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  • Support advisors in client meetings by providing data-driven insights and assisting in the presentation of financial plans.
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  • Maintain detailed documentation of client information and planning strategies in accordance with compliance standards.
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Qualifications:

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  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
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  • CFP® designation or actively pursuing CFP certification.
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  • 2-4 years of experience in financial planning, with a strong background in drafting comprehensive plans.
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  • Proficiency with financial planning software, preferably eMoney. (RightCapital and/or MoneyGuidePro experience are also desired)
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  • Exceptional analytical, organizational, and communication skills.
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  • Ability to work collaboratively with advisors and support staff in a fast-paced environment.
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  • Strong attention to detail and commitment to delivering high-quality work.
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  • Must be located in Florida.
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Benefits:

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  • Competitive salary and performance-based bonuses.
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  • Professional development opportunities and support for CFP completion.
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  • Comprehensive benefits package, including health, dental, vision, and retirement plans.
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  • Collaborative and supportive team environment.
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Vacancy posted 23 days ago
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