What are the responsibilities and job description for the Certified Financial Planner position at Confidential Posting?
Confidential Job Opportunity: Certified Financial Planner (CFP) – Future Lead Advisor
Location: Mount Vernon, WA (near Anacortes)
A reputable financial planning firm in the Mount Vernon, WA area is seeking a Certified Financial Planner (CFP) with at least 2 years of experience to join their team in a growth-focused role. This is an exceptional opportunity for a motivated planner looking to take the next step in their career, with a clear path toward becoming a Lead Financial Advisor within 24-36 months.
Key Responsibilities:
- Support client meetings and documentation
- Assist in developing and nurturing client relationships
- Contribute to strategic planning and growth efforts
- Mentorship and leadership development toward becoming a Lead Financial Advisor
Qualifications:
- CFP Designation required
- Series 66 license
- Proficiency in eMoney Platform
- At least 2 years of experience in financial planning or advisory
- Detail-oriented, self-directed, and excellent communication skills
This is an exceptional opportunity for a driven CFP to help expand a firm’s growth while advancing in their career.
Job Type: Full-time
Pay: $85,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Referral program
- Retirement plan
- Vision insurance
Compensation Package:
- Bonus opportunities
Schedule:
- 8 hour shift
Experience:
- Financial planning: 2 years (Required)
License/Certification:
- CFP (Required)
- Series 66 (Preferred)
Ability to Commute:
- Mount Vernon, WA 98273 (Preferred)
Ability to Relocate:
- Mount Vernon, WA 98273: Relocate before starting work (Required)
Work Location: In person
Salary : $85,000 - $100,000
