Certified Financial Planner (CFP)

About Landis Financial Advisors

Founded in 2008 by President, Eric L. Landis, Landis Financial Advisors, Inc. remains dedicated to helping clients plan, accumulate, manage, and protect their wealth. Our MISSION is to provide comprehensive financial planning that thoughtfully considers and coordinates every aspect of a client’s financial wellbeing, providing sound advice to help them achieve their goals and build a secure future. With a focus on cutting-edge strategies and personalized service, our team of professional advisors and support staff are committed to delivering exceptional results. We invite you to join our team as we continue to grow and innovate under the guidance of the next generation of leadership.

About the Position

We are looking for a motivated CFP® professional who is eager to grow their income by building a strong client base and book of business. In this role, you will have the opportunity to work with a leading firm based in Lancaster County, PA, and to partner with LPL Financial, the nation’s largest independent broker-dealer. Our company has an abundance of new leads giving you a steady flow of new business opportunities. This is a unique chance to make a meaningful impact by helping clients achieve their financial goals. Your success in this role will be driven by your dedication to learning our proven business model, as well as your commitment to professionalism, motivation, attention to detail, and strong communication skills.

Key Responsibilities

· Provide personalized financial advice and develop and implement financial plans

· Service and support existing clients

· Proactively set in-office appointments with prospective clients

· Meet revenue goals and performance goals

· Remain current with industry trends and regulatory updates

· Maintain active licensure and certifications

What We’re Looking For

· CFP® Certification

· 3 years of Sales Experience

· Strong communication, organizational, and client relationship skills

· High level of professionalism and ethical conduct

Benefits

· Competitive Base salary plus commission and performance-based incentives

· Health & Dental Insurance, Health Savings Account

· 401(k) retirement plan with 4% company match

· Paid holidays and PTO

• Ongoing training and professional development opportunities
• Supportive and collaborative team environment

On-Target Earnings

Base plus commission:

Year 1: $70,000 - $120,000

Year 2: $100,000-$150,000

Year 3: $150,000-$250,000

Position Location/Hours

Location: 3008 Columbia Avenue, Lancaster, PA (On-Site)
Hours: Weekdays, 8:00 AM – 5:00 PM; Extended evening appointment hours Tuesdays other evenings by appointment

If you are ready to take the next step in your career and help clients achieve financial security, we’d love to hear from you. Join us at Landis Financial Advisors, Inc. and be a part of a growing team committed to excellence.

Application

Resume and cover letter to: tracy.landis@landisfinancialadvisors.com

Job Type: Full-time

Pay: $70,000.00 - $120,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Professional development assistance
• Retirement plan

Compensation Package:

• Bonus opportunities
• Commission pay

Schedule:

• Monday to Friday

Ability to Commute:

• Lancaster, PA 17603 (Required)

Ability to Relocate:

• Lancaster, PA 17603: Relocate before starting work (Required)

Work Location: In person

Salary : $70,000 - $120,000