Are you someone who has an interest and ability in Financial Services? Are you looking for a career with great potential and greater purpose? … Perhaps you have worked as financial advisor in the past but things didn’t work out with that solely profit-motivated business with impersonal training?

I am a full-service, high-touch Financial Planning Firm. As a sole-practitioner, I offer investment services, retirement income planning, tax-planning, estate planning, insurance services. My mission is to help clients align their money with their purpose and meaning in life.

I am a locally owned, growing firm. I have a not-so-Wall Street business model—I care about your personal development and success. I will personally mentor you rather than hand you performance requirements and production quotas.

You must love people, have high moral standards, be willing to work hard and learn lots. You will need to either currently have a CFP designation or be willing to sit for exams within three years. Financial markets should seriously interest you. Doing the right thing must be your guiding light in all your life. This is an incredibly interesting and lucrative career opportunity for the right person. Earning potential is unlimited with a possibility of future partnership in the firm.

I offer full-time employment only. Benefits designed to your needs. Salary is commensurate with experience.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications

• Bachelor's degree in Finance or related field
• 5+ years' of industry experience
• Strong understanding of the investment business
• Excellent interpersonal skills 

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