Certified Financial PlannerResponsibilities
- Participate in client meetings in collaboration with Wealth Advisor team
- Establish working relationships with clients during data gathering and planning process
- Financial plan preparation
- Formulating and implementing advice
- Prepare client communications, agendas, recaps, and recommendations
- Trade, monitor and rebalance portfolios
Preferred Qualifications
- Bachelor's degree (preferably in Economics, Finance, Financial Planning)
- 3 + years of experience in Financial Planning Industry
- CFP credential
- Knowledge of financial planning software, including eMoney (a plus)
Desired Characteristics
- Superior interpersonal, verbal and written communication skills
- Attention to detail
- Strong work ethic
Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.