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.
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