Comprehensive Wealth Planner

Job Description:
Our firm seeks a seasoned Certified Financial Planner (CFP) to join our team. The ideal candidate will have a proven track record in comprehensive financial planning, hands-on experience across various planning areas, and a passion for delivering exceptional client service in a collaborative environment. As the primary point of contact for assigned clients, you will build and maintain long-lasting, trust-based relationships. You will conduct in-depth financial needs assessments, develop tailored financial plans, and present strategies and recommendations clearly and confidently.

Technical and Analytical Responsibilities:

• You will design and manage customized investment portfolios utilizing passive and active management strategies.
• You will provide expertise in asset allocation, tax planning, estate planning, and retirement strategies.
• You will leverage Orion Planning to analyze client scenarios and present actionable solutions.
• You will utilize advanced skills in Microsoft Excel, Word, and Outlook.
• You will operate effectively within platforms such as Fidelity Wealthscape, Schwab Advisor Center, and Orion for portfolio management and client servicing.
• You will trade U.S. Treasuries, mutual funds, and ETFs as part of portfolio management and rebalancing strategies.

Team Collaboration and Leadership:

• You will collaborate with internal teams to ensure seamless execution of client plans and strategies.
• You will mentor junior team members and contribute to a culture of knowledge-sharing and excellence.
• You will stay updated on industry trends and changes to financial regulations, sharing insights with the team.

Other Professional Requirements:

• You will ensure all client interactions and financial strategies adhere to ethical, legal, and fiduciary standards.
• You will maintain accurate and thorough documentation of client interactions, plans, and follow-ups.

Qualifications:

• Certified Financial Planner (CFP) designation required.
• Minimum of 5 years of experience in financial planning, with expertise across a variety of client needs.
• Advanced skills in Microsoft Excel, Word, and Outlook.
• Proficiency with Fidelity Wealthscape, Schwab Advisor Center, and Orion.
• Proficiency in Orion Planning to develop and present comprehensive financial strategies.
• Strong interpersonal and communication skills, with a demonstrated ability to connect with diverse clients.
• Ability to trade U.S. Treasuries, mutual funds, and ETFs effectively.
• Ability to work independently while contributing to a collaborative, team-oriented environment.
• Commitment to ongoing professional development and industry certification.