Certified Financial Planner

CPS Inc.; West Lafayette (IN, CA); Hybrid; USD 75,000 - 125,000; Full time

Benefits offered by this job

Health insurance

Job summary

CPS Inc. in Walnut Creek, CA seeks a Financial Planner to deliver comprehensive planning and investment guidance. You will work with clients to understand goals, develop personalized strategies, and guide decisions shaping their financial futures.

The role requires CFP designation, experience in wealth management and retirement planning, and excellent communication. This hybrid position offers collaboration in-office with some remote flexibility and compensation up to $125,000 annually based on

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 experience

Wealth management

Investment advisory

Client communication

Relationship building

Education

Certified Financial Planner (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.