Financial Planner

At Nesso Group, we are a group of experienced and energetic finance and insurance professionals who bring a connected experience to our clients through an ecosystem of services, all under one roof, one team, and one mission. Our company’s core focus is to foster meaningful relationships while helping our clients with their lifelong insurance and financial needs by listening, educating, and helping them make the best decisions.

Position Overview: The Financial Planner will work directly with Advisors and clients to develop, execute, and monitor individualized financial plans that address a range of financial needs, including investment management, retirement planning, tax strategies, and estate planning. We are currently working on deepening our service offering through financial planning. This role will play a key part in developing, implementing and managing the Nesso financial planning process. This role requires deep financial knowledge, strategic thinking, and a passion for guiding clients toward achieving their financial goals.

Our commitment is first to our team and then to our clients.

We want you if you are:

• Excited to be Here – aware of the energy you bring
• Supporting and Positive – connect and be part of the team
• Humble and Genuine – encourage and strengthen those around you
• A Good Steward – care for all that is entrusted to you
• Servant-Minded – serve people with empathy
• Passionate to Grow – contribute to a culture of continuous improvement

Have you ever experienced a team where:

• Meals are eaten together in a commercial kitchen cooked by our partners and team.
• Group fitness classes are held onsite and complimentary to team members.
• Community fundraisers and volunteer opportunities are endless.
• Wholistic wellness activities are offered and supported by the organization.

Have we sparked your curiosity?

As Financial Planner your key responsibilities are:

• Plan Development: Design and present customized financial plans that incorporate investment, tax, insurance, estate, and retirement strategies tailored to each client’s unique situation.
• Ongoing Management: Monitor and adjust financial plans as clients’ goals, needs, or life circumstances change; conduct regular reviews to ensure plans remain on track.
• Investment Guidance: Offer advice on investment strategies based on current market trends and the client's risk tolerance, helping clients build well-balanced portfolios.
• Financial Education: Provide clear, insightful guidance to clients about financial concepts, helping them make informed decisions with confidence.
• Regulatory Compliance: Ensure all planning activities comply with applicable regulations, standards, and best practices; maintain up-to-date records and documentation.
• Collaboration: Work with other professionals within the firm (Financial Advisors, tax specialists, insurance advisors, estate planning professionals, etc.) to provide integrated financial solutions for clients.
• Networking & Relationship Building: Cultivate and nurture long-term relationships with clients and potential clients through networking, client events, and educational workshops.
• Team Collaboration: Collaborate with various team members to develop, implement and manage financial planning for all clients.

This is ideal for you if you meet these required qualifications:

• Experience: Minimum of [5-7 years] experience in financial planning, wealth management, or a similar role.
• Education: Bachelor’s degree in Finance, Economics, Accounting, or a related field; a Master’s degree is a plus.
• Certifications: Certified Financial Planner (CFP) designation required. Additional certifications (CFA, CPA, ChFC) are beneficial.
• Technical Skills: Proficiency in financial planning software (preferably Right Capital) and Microsoft Office Suite; familiarity with CRM systems (Redtail) is preferred.
• Communication: Strong verbal and written communication skills with the ability to explain complex financial concepts clearly and effectively.
• Analytical Skills: Demonstrated ability to analyze financial data and develop actionable recommendations.
• Client-Focused Mindset: A high level of integrity, professionalism, and dedication to helping clients achieve their financial goals.

We’d like for you to have the following qualifications:

• Strong knowledge of estate planning
• Experience in managing retirement-focused client portfolios
• Ability to identify new opportunities to deepen client relationships
• Excellent organizational and time-management skills with an ability to manage multiple clients and projects simultaneously

Job Type: Full-time

Pay: $95,000.00 - $120,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday

Experience:

• Financial planning: 5 years (Required)

License/Certification:

• CFP (Required)
• FINRA License (Preferred)

Ability to Commute:

• Milldale, CT 06467 (Preferred)

Ability to Relocate:

• Milldale, CT 06467: Relocate before starting work (Required)

Work Location: In person

Salary : $95,000 - $120,000