Certified Financial Planner

Job Description

Job Description

Job Summary : Langan Financial Group, LLC is recruiting a Financial Planning Associate on site for 40 hours a week to support our growing business.  This position requires a motivated individual who is proactive, detail oriented, and has great customer service.  Taking initiative and being highly focused on delivering excellent service to clients is necessary in a fast-paced, high-growth environment.  Excellent communication skills are imperative.  Duties / Responsibilities :

• Prepare client reviews
• Meet with clients to take notes and conduct follow up activities
• Assess clients’ overall financial picture, understand their needs, and develop solid financial plans
• Educate clients on financial planning and investment strategies and engage directly with clients to understand their financial objectives and concerns
• Requires an in-depth understanding of time value of money :   present value, future value, annuity payments, internal rate of return, as well other financial planning modeling scenario
• Recommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences
• Conduct financial trades
• Create financial reports utilizing our financial tools
• Financial analysis including :

Capital gains

Core Competencies :

Physical Requirements :

Preferred but not Required :

Morningstar

Compensation :

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