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Certified Financial Planner

Confidential Posting
Mount Vernon, WA Full Time
POSTED ON 11/30/2024 CLOSED ON 1/25/2025

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

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