Personal Financial Planner (Service Based)

Fruition Financial is a boutique financial services firm committed to delivering exceptional client experiences and personalized financial solutions. With a small team of dedicated professionals, we pride ourselves on our close-knit, collaborative environment and our unwavering commitment to our clients' financial success. As we continue to grow, we are seeking a dynamic Personal Financial Planner who is service oriented to foster meaningful, long-term relationships and deliver exceptional value to the individuals and families we serve.

Position Overview

We are seeking a Personal Financial Planner to join our team and service an established book of clients. This is a unique opportunity for a passionate and detail-oriented professional to provide comprehensive planning without the pressure of sales. Our Advisory team focuses solely on delivering holistic financial planning and ensuring our clients’ financial success.

Responsibilities

As a Personal Financial Planner at Fruition Financial, you will:

• Build and maintain strong, trust-based relationships with an existing book of clients.
• Conduct financial planning sessions focused on cash flow, investment strategies, tax planning, estate planning, retirement planning, and insurance solutions.
• Review and analyze clients’ financial situations to provide tailored advice and recommendations.
• Collaborate with senior advisors and other team members to ensure seamless client service.
• Stay updated on financial regulations, market trends, and best practices to provide informed advice.
• Proactively monitor client accounts and plans, making adjustments as necessary to align with their goals.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• CFP® certification (or working toward it) is highly preferred.
• Series 66 Certification
• 5-7 years of experience in financial planning, wealth management, or a related role.
• Strong knowledge of cash flow management, investment strategies, and financial planning principles.
• Excellent communication and interpersonal skills, with a passion for client service.
• Proficient in financial planning software and Google Suite
• Detail-oriented, organized, and committed to continuous learning and professional growth.

Why Join Fruition Financial?

• Service an established and loyal client base.
• Focus on holistic financial planning without the need for sales or business development.
• Collaborative and supportive team environment.
• Competitive salary between $75-95k discretionary bonuses and benefits package.
• Opportunities for ongoing professional development and career growth