Experienced financial planning firm seeks a Certified Financial Planner to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals. This is a great opportunity for a high drive financial professional who wants to fast-track their knowledge base, income, and client growth.

Responsibilities:

• Assist with joint work with an established CFP Senior associate.
• Assess clients' assets, liabilities and overall financial conditions.
• Network and build relationships with new and existing client base.

Qualifications:

• Previous experience in banking, financing, or other related fields
• CFP Certification
• 3 years' experience
• Group 1,
• Series 6 or 7
• Series 65
• Familiarity with investment products and services
• Strong analytical and critical thinking skills

Qualified applicants send resumes to info.plan.wealth@gmail.com

2187029RM-Jul20