Certified Financial Planner

Ripple Companies; Vermont; On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

14 days PTO + holidays

Medical, Dental, Vision 100% paid

401(k) with company match

Profit sharing

Job summary

Johnson Bixby seeks an experienced Certified Financial Planner Professional to advise clients, manage wealth planning, and contribute to community-focused financial services. The role emphasizes fiduciary responsibility and holistic financial planning in a collaborative environment.

The candidate should have 3+ years of financial planning experience, CFP designation, and licenses, with strong analytical and client-relations skills to support long-term client outcomes.

Qualifications

• Three+ years of financial planning and wealth management experience.
• CFP designation and Series 7 & 66 licenses.
• Proven ability to build trusted client relationships and deliver comprehensive financial planning.

Skills

Financial planning

CFP designation

Series 7 & 66

Client relationships

Analytical skills

Communication

Holistic financial planning

Fiduciary responsibility

Collaboration

Job description

Come and make ripples of positive impact with us.

At our companies, we believe our positive actions in one area connect to other areas, and make a difference for each other, our clients, our professions and our community. Together, we make a ripple effect of positive impact.

We forge and feed relationships that are mutually beneficial and satisfying, through knowledge, care and support. We call it our culture of symbiosis. And our shared values guide us in our everyday work together- Build Connection, Practice Curiosity, Bring Energy, Stay Humble and Think Big.

About the Position

We're seeking an experienced Certified Financial Planner® Professional to join our growing team and become a trusted advisor to our clients, steward of our community and partner to our team. In this role, you'll serve the firm's clients and work alongside our experienced, caring and knowledgeable team.

If you have at least three years of financial planning and wealth management experience and your CFP® designation, we'd love to hear from you.

We offer a generous salary and benefits package, including paid time off, employer-paid medical insurance, 401(k) offering and more.

We look forward to chatting about how we feel it's more than simply financial planning. It's making a difference in the lives of those around us—our clients, our community and each other.

What You'll Bring to Us:

• Three or more years of financial planning and wealth management experience.
• CFP® designation and Series 7 and Series 66 (or equivalent) licenses.
• A proven ability to build trusted client relationships, deliver on commitments and provide comprehensive, holistic financial planning and advice.
• Strong analytical and planning skills, with the ability to evaluate a client’s full financial picture and translate complex information into tailored strategies and clear next steps.
• The confidence to guide clients through important financial decisions and communicate complex concepts clearly, professionally and credibly—in writing and in conversation.
• A collaborative approach to working with investment, tax, legal and insurance professionals to coordinate strategies within a client’s comprehensive financial plan.
• The expertise to implement wealth management strategies aligned with each client’s needs, service level and investment complexity, including the needs of high-value clients.
• A proactive mindset for maintaining long-term client relationships, reviewing financial performance and adapting plans as life events, assumptions and markets evolve.
• The ability to support firm growth by identifying and qualifying prospective clients, inspiring confidence in our approach and recognizing aligned business opportunities.
• A strong working knowledge of the investment industry, including experience buying and selling securities such as mutual funds, stocks, bonds and annuities, and contributing to investment committee discussions.
• The ability to cultivate relationships with clients and centers of influence, creating opportunities for trusted introductions and reciprocal referrals.
• A disciplined commitment to fiduciary responsibility, professional standards and compliance with firm policies and requirements established by the firm’s BD-RIA, FINRA, the CFP® Board, the SEC and other industry regulators.

About Johnson Bixby

Johnson Bixby is a leading financial planning and investment management firm in downtown Vancouver, Washington. We are passionate about empowering and mentoring the next generation of financial services professionals. We're looking for humble, growth-minded talent who understand the value of long-term financial planning and are ready to walk alongside our clients to help them make informed decisions, build long-term financial confidence and navigate life's challenges and opportunities as they come.

Our Employee Value Proposition

At Johnson Bixby, we are committed to creating an environment where everyone has the opportunity to thrive. Here's how we make that happen.

Purpose:

At Johnson Bixby, your work has purpose. You help clients achieve peace of mind and shape a stronger financial future-for them and for yourself.

Total Rewards:

We value your contribution and invest in your success with rewards that support your financial, physical and personal well-being.

Team Culture:

We've built a culture grounded in trust, leadership and teamwork- where people feel connected, respected and empowered to do their best work.

Learning & Development:

We invest in your growth because your success drives ours. With ongoing learning, mentorship and development, you'll build a career you're proud of.

Our benefits package includes:

• 14 days of PTO in the first year, plus 10 paid holidays (including floating holidays)
• Medical, Dental, & Vision 100% paid for eligible team members (team members pay for qualifying dependents)
• Life/AD&D Insurance
• 401(k) Retirement Plan with company match
• Other Compensation- Team members may receive performance bonuses and profit sharing.

Johnson Bixby is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, veteran status, military service, or any other characteristic protected by law.