Certified Financial Planner (CFP) - Remote
High Salary and Flexible Remote Schedule!
This Jobot Job is hosted by: Luke Moussalli
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary: $150,000 - $210,000 per year
A bit about us:
We are a wealth advisory team dedicated to providing comprehensive financial planning and investment management services tailored to individuals, families, and businesses. By focusing on a personalized approach, we help clients achieve their financial goals while addressing their unique needs and circumstances. Our experienced professionals offer a wide range of services, including retirement, estate, and tax planning, as well as risk and investment management, fostering long-term relationships built on trust and support.
Why join us?
Flexible remote schedule
Guaranteed high salary + commission
Profit sharing
Firm covers 90-95% of Medical Dental Vision
401k match up to 3%
Travel expenses covered for any company outings or meetings
Job Details
Responsibilities:
Cultivate and retain client relationships by demonstrating expertise, inspiring confidence, and addressing ongoing client needs. Lead client meetings at all phases of the wealth planning cycle, identifying complex issues and offering tailored solutions to achieve client goals.
Collaborate with the wealth advisor team to deliver comprehensive advice to high-net-worth clients, including customized investment portfolios and wealth management strategies. Participate in developing new client relationships alongside strategic partners, while committing to continuing education and fostering team development at all levels. Train and mentor associates within the wealth advisory team.
Qualifications:
6+ years of experience in financial planning, accounting, legal, or a related field. Series 65, CFP, or CFA required.
Portable book of business of $20 million AUM
Bachelors degree required
Proven wealth management expertise, including fee-based consulting, tax strategies, investments and other relevant programs
Experience working with high-net-worth clients and mastery of financial planning software such as eMoney and MoneyGuide Pro.
Exceptional relationship management skills, with a strong track record of mentoring and developing talent.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Apply Now
This Jobot Job is hosted by: Luke Moussalli
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary: $150,000 - $210,000 per year
A bit about us:
We are a wealth advisory team dedicated to providing comprehensive financial planning and investment management services tailored to individuals, families, and businesses. By focusing on a personalized approach, we help clients achieve their financial goals while addressing their unique needs and circumstances. Our experienced professionals offer a wide range of services, including retirement, estate, and tax planning, as well as risk and investment management, fostering long-term relationships built on trust and support.
Why join us?
Flexible remote schedule
Guaranteed high salary + commission
Profit sharing
Firm covers 90-95% of Medical Dental Vision
401k match up to 3%
Travel expenses covered for any company outings or meetings
Job Details
Responsibilities:
Cultivate and retain client relationships by demonstrating expertise, inspiring confidence, and addressing ongoing client needs. Lead client meetings at all phases of the wealth planning cycle, identifying complex issues and offering tailored solutions to achieve client goals.
Collaborate with the wealth advisor team to deliver comprehensive advice to high-net-worth clients, including customized investment portfolios and wealth management strategies. Participate in developing new client relationships alongside strategic partners, while committing to continuing education and fostering team development at all levels. Train and mentor associates within the wealth advisory team.
Qualifications:
6+ years of experience in financial planning, accounting, legal, or a related field. Series 65, CFP, or CFA required.
Portable book of business of $20 million AUM
Bachelors degree required
Proven wealth management expertise, including fee-based consulting, tax strategies, investments and other relevant programs
Experience working with high-net-worth clients and mastery of financial planning software such as eMoney and MoneyGuide Pro.
Exceptional relationship management skills, with a strong track record of mentoring and developing talent.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Apply Now