Certified Financial Planner

Sage Financial Systems; Columbia (SC); Hybrid; USD 42,000 - 60,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

Vision insurance

Quarterly, performance based bonuses

Job summary

Sage Financial Systems in Columbia, SC is seeking flexible professionals for part-time, full-time, or contract roles. You will support client service by preparing meetings, coordinating with experts in tax planning, insurance, estate planning and money management, and working with platforms like E-Money, Morningstar, Wealthbox, Excel, and Slack.

The role begins as a 90-day contract with potential for permanent employment and full benefits, including quarterly bonuses.

Qualifications

• You are driven, entrepreneurial, self-motivated and great at building relationships.
• You value work-life balance for yourself and clients.
• You appreciate processes and attention to detail.
• You enjoy teamwork and collaboration.
• Job offers part-time or full-time arrangements.
• You can work in-person at our Columbia, SC office or under a hybrid setup.

Responsibilities

• Prepare and follow up on meetings.
• Work with platforms such as E-Money, Morningstar, Wealthbox, Excel and Slack.
• Coordinate with Tax Planning, Insurance, Estate Planning and Money Management experts.
• Contract position for the first 90 days; after that, evaluate fit for permanent role and benefits; not a sales position.

Skills

Relationship building

Entrepreneurial spirit

Self-motivation

Goal orientation

Work-life balance

Tools

E-Money

Morningstar

Wealthbox

Excel

Slack

Job description

At Sage Financial Systems we help individuals, families and family-owned businesses identify their values through a clearly defined system following a streamlined process. Once clients’ values have been established, we create comprehensive strategies for them to pursue their financial goals and live into their ideal life. This unique, 360° perspective is process driven and enables us to help our clients get their financial lives in order and keep it that way, forever.

Who are you?

• - You are driven, entrepreneurial, self-motivated, great at building relationships, goal oriented, and dedicated to personal/professional success.
• - You understand the importance of work-life balance and want that for your clients and yourself.
• - You appreciate processes and are attentive to details to help organize clients’ financial lives.
• - You enjoy working on a team to nurture positive relationships with clients and teammates.
• - You want to work full time or part time.
• - You are able to work in-person at our office in Columbia, SC or via a hybrid agreement.

What will you do at Sage Financial Systems?

• - Meeting preparation and follow-up
• - Working on platforms such as E-Money, Morningstar, Wealthbox, Excel, Slack and more.
• - Coordinating with subject matter experts in Tax Planning, Insurance, Estate Planning and Money Management.
• - Contract position for the first 90 days after which we will determine together if we are a good fit for you and vice versa. Once you become a permanent team member, full benefits begin and performance-based bonuses are available. THIS IS NOT A SALES POSITION.

Who are we?

We are a medium-sized, dedicated team of professionals who understands the importance of listening to our clients’ values and needs and developing comprehensive financial strategies for them to target while providing them with trustworthy excellence. Our team consists of subject matter experts in financial planning, tax planning, estate planning, insurance, and money management. We only work with kind clients and only want kind team members. We hope you'll consider furthering your career with us at Sage!

Job Types: Part-time, Full-time, Contract (for 1st 90 days only)

• 401(k)
• Health insurance
• Paid time off
• Vision insurance
• Quarterly, performance based bonuses. This is not a sales position.