What are the responsibilities and job description for the Certified Financial Planner (Min 2+ Yrs Exp Req) position at Partners in Financial Planning, LLC?
Financial Planner
About Us
Serving a nationwide clientele, Partners in Financial Planning specializes in comprehensive wealth management and tax planning services for physicians and other professionals. We provide high touch services designed to exceed the client’s expectations and help them reach their goals. We are fee-only fiduciaries.
Position Overview
We are looking to expand our team with a financial planner who desires to help clients in a meaningful way and contribute to our firm’s growth and success. This position will be done in-person in our primary office in Salem, VA. You will play a key role in working directly with other team members, clients, and custodians to provide superior service and support. You can expect a significant amount of direct client interaction via in-person meetings, phone calls, video calls, and emails.
Specific responsibilities include:
- Manage client relationships.
- Prepare for and manage client meetings.
- Manage follow-up action items.
- Prepare financial plans.
- Manage portfolios.
- Research and participate in projects designed to better our firm and our ability to serve clients.
Candidates need exceptional attention to detail, time management skills, and organizational skills to go along with strong interpersonal and problem solving skills. Must have passed the CFP® exam or be on a path to take the exam. Two to four years of direct financial planning experience preferred.
Partners in Financial Planning, LLC reserves the right to modify, interpret, or apply this job description in any way the Company desires. This job description in no way implies that these are the only duties, including essential duties, performed by the Employee occupying this position. This job description is not an employment contract, implied or otherwise. The employment relationship remains “at-will.”
Job Type: Full-time
Pay: $50,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Compensation Package:
- Bonus opportunities
Schedule:
- Monday to Friday
Ability to Relocate:
- Salem, VA 24153: Relocate before starting work (Required)
Work Location: In person
Salary : $50,000 - $100,000