CERTIFIED FINANCIAL PLANNER®

Qualifications:

The CFP® certification is a prerequisite for this position. Additionally, the candidate must have five to seven years’ financial planning experience in private wealth management and a passion for advising clients on an array of financial and life decisions. The ideal candidate currently works at a wealth management firm or in the Wealth Management division of a large bank

Skills include:

CERTIFIED FINANCIAL PLANNER® practitioner

Wealth planning for individuals and complex family relationships

Exceptional attention to detail

Excellent client and presentation skills

Experience preparing and presenting wealth analyses to clients

eMoney experience strongly preferred

Empathy, compassion and strong listening skills

Solid understanding of trusts and estate planning

Familiarity with life, disability and long-term care insurance preferred (insurance licenses not required)

Responsibilities:

The role includes advising clients on a broad range of financial and estate planning issues, including cash flow management, retirement planning, education planning, risk management, inheritance, charitable giving, multi-generational estate planning, and more. The candidate will support and collaborate with the senior CFP® in the creation of holistic wealth analyses, from the data gathering process up to and including the presentation of those analyses. The scope of the individual’s role and contribution to the team will expand as the requisite skills are demonstrated. The candidate may also be involved in portfolio management, which would help him/her to become familiar with the client base.