What are the responsibilities and job description for the Financial Planner position at Davis Private Wealth, LLC?
Financial Planner for a local Wealth Management firm. New planner would be the lead planner on some client relationships and serve as secondary planner on other client relationships under the Senior Financial Planner. Assist with investment management and financial planning with clients. Prepare financial plans in E-Money for meetings. Planner would do some trading in client accounts. Prepare Excel sheets for planning purposes. New planner would take on a large amount of new clients being referred to the firm. May include some business development, but not required.
Qualifications:
4-7 years of experience as a financial planner or associate financial planner
Bachelor’s degree (Preferred Finance or Accounting)
Tax Planning background preferred
Strong Excel skills
Preferred programs & platforms: Charles Schwab, E-Money, Advyzon
CFP preferred
Series 65 preferred
Some experience in 401(k)’s and company retirement plans.
Some experience in trading: ETFs, Fixed Income, & Mutual Funds.
Job Type: Full-time
Pay: $80,000.00 - $120,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Flexible schedule
- Paid time off
Compensation Package:
- Bonus opportunities
Schedule:
- 8 hour shift
- Monday to Friday
Ability to Commute:
- Royal Palm Beach, FL 33411 (Required)
Ability to Relocate:
- Royal Palm Beach, FL 33411: Relocate before starting work (Required)
Work Location: In person
Salary : $80,000 - $120,000