Certified Financial Planner

#Tech-Pro-Admin-01



Certified Financial Planner
Job Type: Full Time

Standard Week: 40+ Hours Per Week

Reports To: President/Chief Operating Officer
Job Summary

This essential position plays a significant role in our firm's strategic plans to grow and expand the business. The role involves providing exceptional client service, counseling clients on all aspects of financial planning and wealth management and completing special projects to meet clients' unique needs. The candidate will engage strategically and proactively in the firm's business development activities, working closely with the Relationship Development Team to secure new clients. This role also offers the opportunity to develop new business directly through interactions with referral sources and prospective clients.

Responsibilities

• Serve as the Financial Manager and Advisor for high net-worth clients, developing trusted and long-term...