What are the responsibilities and job description for the Certified Financial Planner position at Finhabits?
Certified Financial Planner | Finhabits
At Finhabits, you’ll become part of a finance company shaping a brighter financial future for Latinos in the US. We know that what we do has a direct impact on people’s lives. Together with our 900,000 members, we are changing the way Latinos interact with personal finance, healthcare and home ownership. Finhabits has achieved significant growth, with ambitious plans ahead, but to continue this growth we need great talent. Our founder Carlos Garcia was honored by Goldman Sachs among the 100 most intriguing entrepreneurs at the 2020 Builders Innovators Summit.
Position Description :
Finhabits is seeking a talented, passionate, and entrepreneurial Financial Planner for Finhabits Advisors, our RIA. This individual will report directly to the CEO, and work closely with other members of the management team. As a Financial Planner, you will be responsible for developing and implementing personalized financial strategies for clients, helping them achieve their short-term and long-term financial goals. You will work closely with a diverse client base, providing expert advice on various aspects of financial planning.
Key Responsibilities :
- Conduct in-depth financial assessments to analyze clients' current financial situations and identify areas for growth and improvement.
- Develop financial plans tailored to each client's unique needs, goals, and risk tolerance.
- Stay current with market trends, economic developments, and regulatory changes to ensure accurate and timely advice.
- Build and maintain strong relationships with clients through regular online communication and online meetings.
- Contact clients periodically to determine if there have been changes in their financial status.
- Coordinates, publicizes and provides a wide variety of online classes / workshops
Qualifications :
At Finhabits our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include medical plans, 401(k), and paid time off.
Remuneration is by experience and qualification. Only qualified candidates will be contacted. No external agencies, please.
Investment advisory services offered through Finhabits Advisors LLC ("Finhabits"), an SEC registered investment adviser. Registration does not imply a certain level of skill or training. Securities offered through Apex Clearing Corporation, Member FINRA, SIPC. Insurance services offered through Finhabits Insurance Services LLC, a licensed producer in certain states.