Certified Financial Planner

Job Description

Job Description

Financial Planner Position Overview

Seeking a motivated Financial Planner to join a collaborative, growth-focused team. This full-time, hybrid role offers structured mentorship, hands-on client experience, and a defined path for career advancement. The ideal candidate is a client-focused advisor with strong technical knowledge, a producer's mindset, and a passion for helping individuals achieve their financial goals.

Key Responsibilities

• Deliver comprehensive financial planning, retirement, and investment advice.
• Build, manage, and strengthen long-term client relationships.
• Lead client meetings, present recommendations, and convert opportunities into new business.
• Collaborate with senior advisors through mentorship and professional development.
• Support business growth initiatives, succession planning, and an exceptional client experience.
• Apply tax-aware planning, estate coordination, and regulatory compliance best practices.

Qualifications

• Approximately 1–10 years of financial planning or advisory experience.
• Active Series 7 and Series 66 licenses required.
• CFP exam passed or progress toward certification preferred.
• Strong client-facing communication and relationship-building skills.
• Proven ability to develop business and close new opportunities.
• Self-starter with a growth mindset, professionalism, and high ethical standards.
• Existing client relationships or portable business is a plus, but not required.
• Willingness to travel periodically and relocate if needed.

Compensation & Benefits

• Base salary: $75,000–$95,000.
• Performance-based bonuses, sign-on incentives, and profit sharing.
• Covered training, licensing, and ongoing professional development.
• Significant long-term earning and career growth potential.

Additional Requirements

• U.S.-based candidates only.
• Successful completion of background, credit, and compliance checks.
• Ability to discuss personal financial habits and goals with confidence.