What are the responsibilities and job description for the Chief Financial Strategist position at Financial Planner Recruiting, LLC?
Overview
">We are a boutique financial firm dedicated to providing exceptional client service and delivering comprehensive financial plans. Our team of experienced professionals is committed to helping clients achieve their long-term goals.
Salary
">The salary for this position ranges from $100,000 to $150,000 per year, depending on experience.
Job Description
">A seasoned Certified Financial Planner (CFP) with a proven track record in comprehensive financial planning is sought to join our team. The ideal candidate will have hands-on experience across various planning areas and a passion for delivering exceptional client service in a collaborative environment. Key responsibilities include conducting in-depth financial needs assessments, developing comprehensive financial plans, and presenting financial strategies clearly and confidently. We seek a professional who can build lasting relationships with clients and stay updated on industry trends and changes to financial regulations.
Required Skills and Qualifications
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- A Certified Financial Planner (CFP) designation is required. ">
- A minimum of 5 years of experience in financial planning is necessary, with expertise across a variety of client needs. ">
- Advanced skills in Microsoft Excel, Word, and Outlook are essential. ">
- Proficiency with Fidelity Wealthscape, Schwab Advisor Center, and Orion is required. ">
- Strong interpersonal and communication skills are necessary, with the ability to connect with diverse clients. ">
Benefits
">We offer a competitive compensation package, including a 401(k) plan with 3% safe harbor employer contributions, employer-paid health insurance, three weeks paid time off annually, and a hybrid work arrangement. Our team environment is supportive and collaborative, with opportunities for professional growth and leadership.
Salary : $100,000 - $150,000
