CERTIFIED FINANCIAL PLANNER™ (CFP®)

Are you a self-motivated, organized, service oriented team player? Have you already obtained CFP® certification and able to use your marks, displaying your unwavering commitment to the practice of financial planning?

If so, we’d love to speak with you!

We are looking for an experienced, polished CFP® professional who wants to help further a thriving financial planning practice, with a specific focus on creating financial plans for and servicing our existing book of business.

Henderson Financial Group is a fee-only Advisory firm serving physicians, business owners, executive women, retirees and women experiencing major life change. We pride ourselves on being comprehensive planners and expert product specialists. We act as a fiduciary on behalf of our clients, and are licensed to offer all products a client may need. We make complex financial terms simple. We are a successful Wealth Management team looking for our next full-time team member as we continue to grow and impact the lives of our clients and community. Applying candidates must meet our education and experience requirements. The team is based in Virginia Beach.

This position is for an in-house CFP® to create financial plans, assist our clients with client service, answer planning questions, and providing general overall practice support for two client facing advisors.

Client Service Responsibilities :
- Answering and responding to client calls for service
- Preparing, updating and reviewing financial plans
- Supporting practice growth by responding to Advisor and client needs throughout the day

No sales or business development is required for this position. This is a position for the passionate professional who simply loves financial planning.

We are excited to continue offering first class financial planning services to our clients, with you as an added asset to our existing experienced team!

Qualifications

• CFP® certification is required.
• Series 65 desired, but not required.
• The following additional designations are a strong bonus: ChFC, CFA, or CPA;
• Five or more years in personal financial planning
• Direct financial plan modeling and creation experience using RightCapital strongly desired. Prior experience with eMoney, Naviplan or other financial planning software acceptable.
• Excellent oral and written communication skills;
• Ability to manage multiple diverse projects and assignments in a timely and quality manner;
• Strong attention to detail with the ability to work with a high degree of accuracy;
• Demonstrated ability to maintain effective working relationships with clients;
• Ability to look beyond the obvious and not stop at the first answers;
• Willing and eager to learn;
• Ability to embrace change and work in a fast-paced environment;
• Able to work both independently and in a team;
• Proven ability to maintain confidentiality.

Benefits

• Competitive base salary, commensurate to skills and experience, plus bonuses;
• Paid vacation, SIMPLE IRA with 3% match;
• Group Life & Emplpyee Health Insurance
• Paid-for continuing education and professional development.

Job Type: Full-time

Pay: $55,000.00 - $85,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Tuition reimbursement

Compensation Package:

• Bonus opportunities

Education:

• Bachelor's (Required)

Language:

• English (Required)

License/Certification:

• CFP (Required)

Ability to Relocate:

• Virginia Beach, VA 23462: Relocate with an employer provided relocation package (Preferred)

Work Location: In person

Salary : $55,000 - $85,000