Certified Financial Planner

CPS, Inc.; Lafayette (CA); Hybrid; USD 113,000 - 138,000; Full time

Benefits offered by this job

Hybrid work schedule

Walnut Creek base

Job summary

CPS, Inc. is seeking a dedicated Financial Planner (CFP required) to provide comprehensive financial planning and investment guidance to clients in Walnut Creek, CA.

The role blends in-office collaboration with remote work, offering a thoughtful, client-centric approach to helping clients achieve their financial goals. The successful candidate will develop personalized strategies, monitor portfolios, and maintain strong client relationships while ensuring regulatory compliance and teamwork with

Qualifications

• CFP designation required.
• Experience in financial planning, wealth management, or investment advisory services.
• Strong knowledge of retirement planning, investments, and comprehensive financial strategies.
• Excellent communication, analytical, and relationship-building skills.

Responsibilities

• Develop and implement comprehensive financial plans tailored to clients’ goals and needs.
• Meet with clients to review financial situations, discuss objectives, and provide ongoing recommendations.
• Provide guidance on retirement planning, investment strategies, tax considerations, estate planning, and wealth management.
• Monitor client portfolios and financial plans, making recommendations as circumstances change.
• Build and maintain strong, long-term client relationships.
• Collaborate with internal team members and other financial professionals to deliver a high level of client service.
• Maintain accurate client records and ensure compliance with applicable regulations.

Skills

Financial planning

Wealth management

Investment advisory

Client communication

Education

CFP designation

Job description

Financial Planner (CFP Required)

Location

Walnut Creek, CA // West Lafayette CA

Work Arrangement

Hybrid Schedule

Compensation

Up to $125,000 annually

Position Overview

We are seeking a Financial Planner to provide comprehensive financial planning and investment guidance to clients. This individual will work closely with clients to understand their financial goals, develop personalized strategies, and help them make informed decisions regarding their financial futures.

Key Responsibilities

• Develop and implement comprehensive financial plans tailored to clients’ goals and needs.
• Meet with clients to review financial situations, discuss objectives, and provide ongoing recommendations.
• Provide guidance on retirement planning, investment strategies, tax considerations, estate planning, and wealth management.
• Monitor client portfolios and financial plans, making recommendations as circumstances change.
• Build and maintain strong, long-term client relationships.
• Collaborate with internal team members and other financial professionals to deliver a high level of client service.
• Maintain accurate client records and ensure compliance with applicable regulations.

Qualifications

• Certified Financial Planner (CFP®) designation required.
• Experience in financial planning, wealth management, or investment advisory services.
• Strong knowledge of retirement planning, investments, and comprehensive financial strategies.
• Excellent communication, analytical, and relationship-building skills.
• Ability to explain complex financial concepts in a clear, client-friendly manner.
• Strong organizational skills and attention to detail.

Compensation & Work Environment

• Compensation of up to $125,000 annually, based on experience and qualifications.
• Hybrid work schedule based in Walnut Creek, California, offering a combination of in-office collaboration and remote flexibility.