We have a special opportunity and we are looking for a special person to add to our team.
We are an established independent Fee-Only RIA firm that has been providing our client’s with financial planning and investment management expertise since 1990. As the years have passed (all too quickly!), we have grown our practice and we need to add another Certified Financial Planner to our firm (working alongside two Certified Financial Planners). Our plan is to integrate your expertise into our practice to address our current practice needs and to provide for future succession plans.
We are looking for an individual with a firm grounding in the financial planning process and who is eager to continue to learn and grow in this wonderful profession of ours. The right individual for us will need to have experience working with clients as a Financial Advisor, they are conversant with financial planning tools and techniques used in planning for middle to high net worth families, and they are dedicated to providing a high level of service and expertise within the financial planning and investment management process.
-- In collaboration with a Senior Advisor, identify appropriate financial planning initiatives to help clients (retirement planning, tax planning, estate planning, cash flow planning, asset protection, etc.)
-- Participate and listen carefully in client meetings. Translate the client discussion into documented data collection and analysis for current and future financial planning activities
-- Take responsibility for implementation of financial planning activities
-- Prepare financial planning analysis for clients (previous experience with financial planning software is preferred)
-- Continuously monitoring clients’ financial situations with detail and accuracy
-- Help develop relationships with our client’s other professionals, which may involve continuing education initiatives, informal meetings, and/or outreach regarding client financial planning needs