Certified Financial Planner

Express Employment Professionals; Kalispell (MT); On-site; USD 80,000 - 125,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Generous paid time off

Job summary

Express Employment Professionals is recruiting on behalf of a respected local client for a Certified Financial Planner (CFP) to join their growing team. The role offers a salary of $80,000-$125,000 annually, depending on experience and qualifications.

The CFP will deliver comprehensive financial planning services, with expertise in investments, retirement, tax, insurance, and estate planning, while building lasting client relationships through exceptional service.

Qualifications

• CFP designation preferred and licensure as applicable.
• Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
• Minimum of 3 years of experience in financial planning, wealth management, or advisory services.
• Strong knowledge of investment strategies, retirement planning, tax planning, and estate planning.

Responsibilities

• Conduct comprehensive financial assessments to evaluate client goals, financial circumstances, and risk tolerance.
• Develop customized financial plans addressing retirement, investment, tax, insurance, and estate planning needs.
• Present financial recommendations clearly to clients.
• Monitor client accounts and adjust plans as needed.
• Collaborate with CPAs, attorneys, and other advisors to provide comprehensive solutions.

Skills

Client service orientation

Excellent communication

Analytical thinking

Strategic thinking

Detail-oriented

Education

CFP designation (preferred)

Bachelor's degree in Finance/Accounting/Economics/Business

Tools

eMoney

MoneyGuidePro

RightCapital

Microsoft Office Suite

Job description

Certified Financial Planner (CFP) Express Employment Professionals is recruiting on behalf of a respected local client seeking a Certified Financial Planner (CFP) to join their growing team. This is an excellent opportunity for a knowledgeable, client-focused financial professional who is passionate about helping individuals, families, and business owners achieve their long-term financial goals. Salary: $80,000-$125,000 annually, depending on experience and qualifications.

Position Overview

The Certified Financial Planner will serve as a trusted advisor, providing comprehensive financial planning services and personalized strategies to clients. The successful candidate will have expertise in investment management, retirement planning, tax strategies, insurance planning, and estate planning, while building lasting client relationships through exceptional service and guidance.

Key Responsibilities

• Conduct comprehensive financial assessments to evaluate client goals, financial circumstances, and risk tolerance
• Develop customized financial plans that address retirement, investment, tax, insurance, and estate planning needs
• Present financial recommendations clearly and effectively to clients
• Monitor client accounts and financial situations, making ongoing recommendations and plan adjustments as needed
• Stay informed on market trends, tax regulations, and financial planning best practices
• Build and maintain long-term client relationships through trust, transparency, and exceptional service
• Collaborate with professionals such as CPAs, attorneys, and other advisors to provide comprehensive financial solutions
• Maintain accurate client records while ensuring compliance with regulatory requirements and industry standards
• Participate in business development activities, networking opportunities, and referral generation efforts

Qualifications

• Certified Financial Planner (CFP®) designation preferred
• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
• Minimum of 3 years of experience in financial planning, wealth management, or financial advisory services
• Strong understanding of investment strategies, financial products, tax planning, and estate planning concepts
• Excellent communication, presentation, and interpersonal skills
• Experience with or willingness to learn financial planning software such as eMoney, MoneyGuidePro, or RightCapital
• Proficiency in Microsoft Office Suite

Desired Competencies

• Strong client-service orientation and commitment to ethical practices
• Strategic thinker with excellent analytical and problem-solving abilities
• Detail-oriented and highly organized
• Ability to communicate complex financial concepts in a clear and understandable manner
• Commitment to professional development and continuous learning

Benefits

• Competitive salary plus performance-based bonus opportunities
• Health insurance
• 401(k) with company match
• Generous paid time off and paid holidays
• Continuing education support and CFP renewal assistance
• Collaborative and supportive work environment
• Opportunity for long-term professional growth