Certified Financial Planner Job Description

Masis Professional Group seeks a motivated Certified Financial Planner (CFP) with 1-5 years of experience to join our growing team.

Certified Financial Planner Position Summary

The Certified Financial Planner will work closely with clients to develop personalized financial plans that align with their long-term goals, providing comprehensive financial advice including retirement planning, investment strategies, tax planning, estate planning, and insurance.

Certified Financial Planner Key Responsibilities

• Develop comprehensive financial plans for individual clients, including retirement planning, investment strategies, tax planning, estate planning, and risk management.
• Assess clients' financial needs, risk tolerance, and goals to tailor solutions that meet their specific objectives.
• Build and maintain long-term relationships with clients, providing ongoing advice and recommendations as their financial needs evolve.
• Provide clients with advice on investments, insurance, retirement accounts, tax strategies, and other financial matters.
• Collaborate with other financial professionals to provide holistic solutions.
• Stay current on financial markets, regulations, and industry trends to provide clients with accurate and up-to-date information.
• Assist clients with asset allocation strategies, portfolio rebalancing, and investment selection.
• Prepare and present client-facing materials, such as investment reports, financial statements, and performance summaries.
• Monitor client portfolios and recommend adjustments based on market conditions, financial goals, and changing circumstances.
• Assist in business development activities, identifying new clients and opportunities to expand the firm's services.

Certified Financial Planner Qualifications

• Certification: Certified Financial Planner (CFP) designation is required.
• Experience: 1-5 years of experience in financial planning or wealth management.
• Education: Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Licensing: Series 7, 63, or 65 (preferred but not required).
• Skills: Strong knowledge of financial planning software and tools, proficient in Microsoft Office, excellent verbal and written communication skills, ability to analyze complex financial data and create actionable recommendations, strong organizational and time-management skills with the ability to manage multiple clients and tasks.