About Company / Opportunity: Our client specializes in working professionals and their families providing holistic financial planning experiences. This team is full of financial planning nerds who are intelligent, curious, and dedicated to their craft. We love what we do and are seeking a Senior Financial Planner / CFP who shares this passion and enthusiasm to join our team in delivering exceptional financial planning services to our clients. NAPFA-Registered Fee-Only.
Responsibilities:
Engage in Deep Financial Discussion & Analysis:
Lead with Expertise
Create Advanced Projections and Plans
Mentor the Next Generation
Must Haves:
CERTIFIED FINANCIAL PLANNER™ designation or Equivalent (CFA, CPA, JD)
5+ years of experience in the financial planning industry & minimum 2 years in a financial planning role.
A "no job is beneath me" attitude and a belief that working together as a team is the best way to serve clients.