Our client is a wealth management firm who's currently looking to hire a CFP. No biz dev experience needed for this role -- just solid financial planning exposure. Long term you can stay in financial planning, move into client management, or even a lead advisor role. You choose the level of client management and biz dev you'd like in your career!
**hybrid options available**
CFP (El Segundo):
Must have exposure to hands-on financial planning (a completed CFP is required)
This role will have some hybrid work potential, but must be within commutable distance
Will help build presentations and plans from the ground up, and explain results to clients
Series 7 required (unless you're working at an RIA)
Must have a clean U4 (no disclosures)
Opportunities for growth and development in a number of directions are available (financial planning director, client management, lead advisor/production, etc.)
Salary range is likely to be around $105k-$135k all in + benefits, PTO, etc
This firm has been around for a long time, has a great corporate culture, and provides their team with terrific work/life balance. This is a stable and financially healthy environment at a company that truly invests in their people and promotes from within. They're hiring purely due to growth as they've grown over 2x recently. More growth on the way, too!
If interested, please attach a WORD DOC version of your resume in your reply. We look forward to chatting with you soon. Thanks for your time!