Certified Financial Planner

Carnegie Investment Counsel; Stamford (CT); On-site; USD 50,000 - 180,000; Full time

Job summary

An established industry player is seeking a motivated entry-level Financial Planner to join their Stamford office. This role offers an exceptional opportunity for growth within a supportive environment while providing valuable financial planning services. The ideal candidate will work closely with senior advisors, developing comprehensive financial plans and conducting analyses to help clients achieve their financial goals. With mentorship from experienced professionals and a clear path for career advancement, this position is perfect for someone eager to make a meaningful impact in the financial sector.

Benefits

401(k)

401(k) Matching

Life, LTD & AD&D Insurance

Health Savings Account

Paid Time Off

Collaborative Work Environment

Mentorship Opportunities

Competitive Compensation

Career Advancement Path

Qualifications

• Entry-level role requiring CFP certification and strong financial planning skills.
• 1-5 years of experience in financial planning is preferred.

Responsibilities

• Develop comprehensive financial plans for clients with senior advisors.
• Conduct financial analyses and prepare recommendations for client meetings.

Skills

Analytical Skills

Problem-Solving Skills

Communication Skills

Financial Planning

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

Bachelor's degree in Business

Tools

Financial Planning Software

Job description

Direct message the job poster from Carnegie Investment Counsel

Director, Operations @ Carnegie Investment Counsel | BFA

About the Company

Carnegie Investment Counsel is a fee-only registered investment advisory (RIA) firm providing comprehensive wealth management and financial planning services to individuals, families, and institutions.

About the Role

We are seeking an entry-level Financial Planner with CFP certification to join our Stamford office. This role offers an excellent opportunity for a motivated professional to grow within our established firm while providing valuable financial planning services to our clients.

Responsibilities

• Work directly with senior advisors to develop comprehensive financial plans for clients
• Conduct financial analyses and prepare recommendations for client meetings
• Help clients identify and prioritize financial goals and objectives
• Create and review financial planning deliverables including retirement projections, education funding, and cash flow analyses
• Stay current on financial planning concepts, strategies, and regulatory changes

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field
• 1-5 years of financial planning experience
• Strong analytical and problem-solving skills
• Excellent written and verbal communication abilities
• Proficiency with financial planning software
• Detail-oriented with strong organizational skills
• Self-motivated with ability to work both independently and as part of a team

We Offer

• Collaborative, supportive work environment
• Mentorship from experienced financial professionals
• Competitive compensation and benefits package
• Clear path for career advancement

Equal Opportunity Statement

Carnegie provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Qualified candidates should submit their resume and cover letter to [e-mail].

• Full Time
• 401(k)
• 401(k) Matching
• Life, LTD & AD&D
• Health Savings Account
• Paid time off
• Compensation commensurate with experience

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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