What are the responsibilities and job description for the Lead Financial Advisor - CFP position at Jobot?
Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!
Job details
Fantastic opportunity for a Certified Financial Planner to be a personal CFO and manage clients' wealth plans!
This Jobot Job is hosted by Jeremy Pike
Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
Salary $100,000 - $300,000 per year
A Bit About Us
Our firm is an industry leader dedicated to fostering a remarkable environment where everyone can prosper. For over two decades, our focus on teamwork and client satisfaction has driven our expansion to now managing over $19 billion AUM for our existing client base of over 4,000. We seek motivated individuals with a "How can I help?" mindset, eager to support and celebrate the achievements of clients and peers.
Why join us?
Each team member has an opportunity to own a part of our firm, which has earned countless Best Places to Work awards. Among the many benefits of our firm, we offer the following
Responsibilities
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Job details
Fantastic opportunity for a Certified Financial Planner to be a personal CFO and manage clients' wealth plans!
This Jobot Job is hosted by Jeremy Pike
Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
Salary $100,000 - $300,000 per year
A Bit About Us
Our firm is an industry leader dedicated to fostering a remarkable environment where everyone can prosper. For over two decades, our focus on teamwork and client satisfaction has driven our expansion to now managing over $19 billion AUM for our existing client base of over 4,000. We seek motivated individuals with a "How can I help?" mindset, eager to support and celebrate the achievements of clients and peers.
Why join us?
Each team member has an opportunity to own a part of our firm, which has earned countless Best Places to Work awards. Among the many benefits of our firm, we offer the following
- Lucrative payouts
- Profit Sharing
- Fully-paid health benefits
- Work/life balance
- Flexibility
Responsibilities
- Oversees client relationships, provides an outstanding experience, and crafts, executes, and manages a wealth management strategy that aligns with their passions and goals.
- Utilizes internal and external resources to meet client needs in areas like Estate Planning, Tax Planning, Investment Management, Risk Management, and General Planning.
- Articulates our distinctive value proposition to potential clients and strives to position the firm as their trusted financial advisor.
- Actively develops and strengthens connections within the community.
- Builds and nurtures strong relationships with custodial retail branches in partnership with the national team.
- Leads a local service team with strong collaboration to ensure high client retention and satisfaction, maintaining an unwavering focus on exceptional service.
- Must be a Certified Financial Planner and minimum of a Bachelor's degree
- Have a minimum of 6 years of experience in financial and/or estate planning within a professional financial services company or wealth management firm.
- Be proficient in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Salary : $100,000 - $300,000
