Certified Financial Planner

Financial Planner

Position Overview

Join a collaborative, growth-focused team where you'll receive hands-on mentorship, work directly with clients, and follow a clear path toward becoming a lead advisor. This full-time, hybrid opportunity is ideal for motivated financial professionals who thrive in a client-facing environment and are committed to delivering comprehensive financial guidance while driving business growth.

Key Responsibilities

• Provide financial planning, retirement, and investment recommendations to clients.
• Build, manage, and strengthen long-term client relationships.
• Lead client meetings, present financial strategies, and convert opportunities into new business.
• Partner with senior advisors through mentorship and ongoing professional development.
• Support business development, succession planning, and client experience initiatives.
• Apply tax-aware planning, estate coordination, and regulatory compliance best practices.

Qualifications

• 1–10 years of financial planning or advisory experience.
• Active Series 7 and Series 66 licenses required.
• CFP® exam passed or progress toward certification preferred.
• Strong communication and relationship-building skills, both virtual and in person.
• Demonstrated ability to generate business and close opportunities.
• Self-motivated, growth-oriented professional with high ethical standards and personal financial responsibility.
• Existing client relationships or portable business is a plus, but not required.
• Willingness to travel periodically and relocate if needed.

Compensation & Benefits

• Base salary: $75,000–$95,000.
• Performance-based bonuses, sign-on incentives, and profit sharing.
• Covered licensing, training, and professional development.
• Significant long-term earning potential and clear career advancement opportunities.

Additional Requirements

• U.S.-based candidates only.
• Successful completion of background, credit, and compliance checks.
• Ability to confidently discuss personal financial goals and habits.