What are the responsibilities and job description for the Financial Advisor position at Bright Financial Planning?
Company Description
Bright Financial Planning is a full-service financial firm located in Lexington, KY, with flexibility for some remote work. We specialize in retirement planning, estate planning, and providing support to families with special needs children. Our focus is on helping our clients achieve their financial aspirations so they can focus on what truly matters.
Role Description
This is a full-time hybrid role for a Financial Advisor at Bright Financial Planning. The Financial Advisor will be responsible for providing comprehensive financial planning services, including retirement planning, investment management, and financial advisory services. The role is based in Lexington, KY, with the flexibility to work remotely. Preference given to CFP ® candidates.
Qualifications
- Financial Planning and Finance skills
- Experience in Retirement Planning and Investments
- Financial Advisory expertise
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
- Ability to work independently and collaboratively
- Certifications such as CFP or CFA are a plus
- Bachelor's degree in Finance, Economics, or related field