Our client is a fee-only RIA seeking an experienced Certified Financial Planner (CFP) to join their team. The ideal candidate is a seasoned professional with a proven track record in comprehensive financial planning, hands-on experience across various planning areas, and a passion for delivering exceptional client service in a collaborative, boutique environment.

Client-Facing Responsibilities:

• Serve as the primary point of contact for assigned clients, building and maintaining long- lasting, trust-based relationships.
• Conduct in-depth financial needs assessments and develop comprehensive, tailored financial plans.
• Present financial strategies and recommendations clearly and confidently, ensuring clients understand their options and feel empowered in decision-making.

Technical and Analytical Responsibilities:

• Design and manage customized investment portfolios utilizing passive and active management strategies.
• Provide expertise in asset allocation, tax planning, estate planning, and retirement strategies.
• Leverage Orion Planning to analyze client scenarios and present actionable solutions.
• Utilize advanced skills in Microsoft Excel, Word, and Outlook.
• Operate effectively within platforms such as Fidelity Wealthscape, Schwab Advisor Center, and Orion for portfolio management and client servicing.
• Trade U.S. Treasuries, mutual funds, and ETFs as part of portfolio management and rebalancing strategies.

Team Collaboration and Leadership:

• Collaborate with internal teams to ensure seamless execution of client plans and strategies.
• Mentor junior team members and contribute to a culture of knowledge-sharing and excellence.
• Stay updated on industry trends and changes to financial regulations, sharing insights with the team.

Other Professional Requirements:

• Ensure all client interactions and financial strategies adhere to ethical, legal, and fiduciary standards.
• Maintain accurate and thorough documentation of client interactions, plans, and follow-ups.

Qualifications

• Certified Financial Planner (CFP) designation required.
• Minimum of 5 years of experience in financial planning, with expertise across a variety of client needs.
• Advanced skills in Microsoft Excel, Word, and Outlook.
• Proficiency with Fidelity Wealthscape, Schwab Advisor Center, and Orion.
• Proficiency in Orion Planning to develop and present comprehensive financial strategies.
• Strong interpersonal and communication skills, with a demonstrated ability to connect with diverse clients.
• Ability to trade U.S. Treasuries, mutual funds, and ETFs effectively.
• Ability to work independently while contributing to a collaborative, team-oriented environment.
• Commitment to ongoing professional development and industry certification.

What We Offer

• Competitive salary: $100,000-$150,000 per year.
• 401(k) plan with 3% safe harbor employer contributions.
• Employer-paid health insurance.
• Three weeks paid time off annually.
• Hybrid work arrangement, allowing flexibility for the right candidate.
• A collaborative, supportive team environment within a boutique financial firm.
• Opportunities for professional growth and leadership.
• The chance to work closely with clients to make a tangible difference in their lives.