Certified Financial Planner

JOB DESCRIPTION

Certified Financial Planner

Boutique wealth management firm seeks your financial planning knowledge to join their professional advisory team in a non-sales, financial planning role. This position requires the ability to utilize deductive reasoning to analyze financial data and create successful comprehensive financial plans for clients.

Financial Planner Job Responsibilities:

  • Comprehensive financial plan design, implementation, and maintenance
  • Client operations and account maintenance
  • Scheduling client meetings
  • Client meeting preparation
  • Reporting
  • Prepare due diligence on investment models
  • Client interfacing

Financial Planner Job Requirements:

  • Strict confidentiality of all client information
  • Must understand the concept of hard work, grit, and the pursuit of excellence!
  • Strong analytical skills
  • Strong ability to solve problems independently
  • Adaptable and flexible
  • Highly organized
  • Experience using financial planning software
  • Highly proficient in Microsoft Excel
  • Exemplary client interaction capabilities
  • Follow high standards of business and professional ethics and legal and regulatory requirements
  • CFP designation highly desired
  • 2-5 years’ experience in the financial planning field is desired

Company Culture:

  • Fast pace and dynamic working environment (no two days are the same)
  • Hard-working, passionate, fun and team oriented
  • Open, honest and transparent communication
  • Small team of highly trained professionals collaborating to provide the highest level of client service
  • A culture grounded in cooperation and selflessness

 Benefits:

  • Starting salary of $60,000+ commensurate with your experience
  • Comprehensive benefits package (including a matching 401k plan)

 

Immediate Hire. Exclusive Listing. This is a rare career opportunity. Immediate immersion into the functions of the company.

Email your confidential resume today to Dru Brock with Snelling Baton Rouge    

  • dru@snellingbatonrouge.com

LOCATION

Baton Rouge, Louisiana 70810

PAY

$60000

APPLY FOR JOB

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Snelling is an Equal Employment Opportunity Employer and employment is “at will”. Snelling participates in E-Verify and is a drug free workplace. Candidates may be subject to drug testing.