We are looking for a Certified Financial Planner to join our firm. We will consider all levels of experience, which includes someone currently studying for the exam.
Responsibilities will include:
Managing and building relationships with new and existing clients.
Conducting client reviews
Clearly communicate ongoing advice strategies to existing clients to support their understanding.
Develop new prospect opportunities through professional networks.
Conduct advice meetings with new clients to collect information (discussing client needs, goals and expectations, current financial situation, etc.)
Participate in the implementation of key marketing initiatives and activities including COI relationships and firm events.
Work closely with COI's to actively develop new client referrals.