Financial Planning Specialist/Financial Planner, CFP

Who We Are

JJ Burns & Company, LLC. is an independent, boutique firm that provides a full range of wealth management services while giving individual attention to every client, at the highest standards. The firm is comprised of a high performance, dynamic team of advisors and professionals responsible for providing high net worth individuals with comprehensive wealth management solutions. Our mission is to help clients plan and build the life they want through a process built on collaboration, communication, and trust.

Summary : The Financial Planning Specialist will collaborate with our Planning Team and Senior Advisors to develop customized Financial Plans. This role will play a vital part in our planning process to help our clients achieve their goals by analyzing cash flow, developing retirement projections, assessing risk management needs, coordinating their estate plan and other complex planning techniques. Additionally, the FPS will work with our Investment and Trading team to analyze and develop customized investment portfolios.

JJ Burns & Company is looking for an experienced candidate who is highly motivated, has a strong attention to detail, good written and verbal communication skills, and can work independently.

Primary Responsibilities :

• Analyze client data to assess financial planning gaps
• Develop customized and comprehensive financial plans
• Consult with Advisors and planners on complex financial planning scenarios
• Conduct training for planners and Advisors on financial planning topics and changes to legislature

Knowledge, Skills, and Core Strengths :

Qualifications :

Benefits :

About Our Culture :

Our mission is to build authentic relationships with our clients, as well as our team. Joining our team means joining a supportive and collaborative work environment where your contributions are valued.

Please visit our website to learn more about who we are and our values.