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What is JavaScript?

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  4. Click Websites.
  5. On the left, click Content Blockers.
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  2. Click. then Settings.
  3. Click Privacy and Security.
  4. Click Site settings.
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  4. Scroll down and click on JavaScript.
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  1. Go to Settings.
  2. Click Advanced in the left sidebar, and click Privacy & security.
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  4. Click JavaScript.
  5. At the top, turn on or off Allowed (recommended).
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Jobs or company...

Financial Planner

Salary undisclosed

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Financial Planner

Do you love helping people with their financial lives? Do you hate sales quotas? We are looking for you! We are seeking a financial planner to join our fee-based financial planning firm. This role involves working closely with clients, to deliver tailored financial solutions while building lasting relationships.

A fit for this role would be service-focused, personable, and would thrive in a culture where we do serious work but don’t take ourselves too seriously. If you’re looking for a sales-focused firm, this is not the role for you—we prioritize service and long-term relationships, not transactions.

Please note: This is an in-office position and is not remote. We value face-to-face collaboration and personal connection with clients and team members.

Qualifications:

Licenses and Certifications:

• Series 6 or Series 7 license (required).

• Certified Financial Planner (CFP) designation (preferred).

Experience:

  • Experience working in a client-facing role at a wealth management firm.
  • Familiarity with Redtail CRM, E-Money, Holistiplan, or Pershing is a plus.
  • Experience with the broker-dealer Cetera is a plus.

Personal Attributes:

  • Extroverted and personable: Enjoys engaging with people and cultivating meaningful connections.
  • Proactive self-starter: Able to work independently and take initiative.
  • High emotional intelligence: Understands client needs and communicates with empathy.
  • Strong work ethic: Dedicated to delivering exceptional service and results.

Responsibilities:

  • Managing relationships with existing clients.
  • Growing relationships with existing clients.
  • Developing comprehensive financial plans tailored to the goals and needs of affluent families (for annual reviews/ supplementary reviews).
  • Conducting financial reviews to ensure plans stay aligned with goals.
  • Quarterly securities trading for scheduled rebalance of all client accounts.
  • Daily securities trading to raise cash for money movement request.
  • Submitting online account opening applications & initiating new client transfers.
  • Executing client transactions (including deposits, disbursements, adding standing instructions, and adding periodic instructions.)
  • Answering client questions and advising while upholding the firm’s service-first, planning-focused philosophy.
  • Responding to client communications and requests expeditiously.
  • Ensuring compliance filings are accurate and up to date.
  • Researching financial products and market trends to inform client strategies.
  • Maintaining detailed client notes in accordance with firm practices.
  • Building strong, long-term client relationships by maintaining open and regular communication.

Compensation and Benefits:

We offer a competitive salary and benefits package to attract and retain top talent. Our benefits include:

• Competitive Salary

• Health insurance

• Retirement plan

• Paid time off

• Professional growth opportunities

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