Certified Financial Planner
Certified Financial Planner
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Job Description
We serve those who have good financial habits are fun to work with are grateful and value coaching. We are focused on providing value through financial planning and helping people gain clarity and confidence in their financial goals and retirement plans.
If you are tired of the same old thing we are currently seeking a Certified Financial Advisor (CFP) with 10 years of experience who works well with a team enjoys a fastpaced environment and is interested in helping our firm reach its potential . If you desire growth in new assets weve averaged 24% growth in assets over the last three years and are confident this will continue.
Knowledge Skills and Abilities:
- Minimum 10 years of experience in financial planning and a CFP
- Series 7 License (preferrable)
- Valid and active series 65/66
- Strong relationship building experience
- Communication & presentation skills & experience
- Experience working with high net worth clients
- Knowledge of insurance structuring
What to expect:
We are a closeknit team dedicated to setting clear goals and collaborating to achieve them all while providing exceptional service and care to our clients. As a growing team we value proactive individuals who can help refine and improve our processes as we scale. This role offers a unique opportunity to be handson in shaping our growth. Your total compensation will include a competitive base salary along with performancebased bonuses.
At Carson Wealth our core values are:
- Accountability
- Positivity
- Care & Service
- Transparency
- Growth
Additional Benefits:
- Open PTO Policy
- 6% Safe Harbor 401k Contribution
- Health & Dental Insurance Benefits
- Base Compensation PerformanceBased Bonus
Responsibilities:
1 Provide comprehensive financial advice and guidance to clients based on their individual financial goals and objectives.
2 Develop personalized financial plans incorporating investment strategies estate planning and tax considerations.
3 Utilize expertise in financial services and products to assist clients in making informed decisions.
4 Build and maintain strong client relationships through effective communication and exceptional customer service.
5 Stay updated on industry trends regulations and best practices to ensure clients receive the most relevant and uptodate financial advice.
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
Employment Type
Full Time
