Job Details

We are looking for a Certified Financial Planner to join our firm. We will consider all levels of experience, which includes someone currently studying for the exam.

Responsibilities will include:

· Managing and building relationships with new and existing clients.

· Conducting client reviews

· Clearly communicate ongoing advice strategies to existing clients to support their understanding.

· Develop new prospect opportunities through professional networks.

· Conduct advice meetings with new clients to collect information (discussing client needs, goals and expectations, current financial situation, etc.)

· Participate in the implementation of key marketing initiatives and activities including COI relationships and firm events.

· Work closely with COI's to actively develop new client referrals.