CFP Financial Advisor | Wealth Planning & Client Growth

Menninger & Associates Financial Planning; Eagleville (PA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive compensation

Professional development opportunities

Supportive team environment

Job summary

A client-focused financial planning firm is seeking an experienced Financial Advisor to develop tailored financial plans and provide ongoing guidance. The ideal candidate will have at least 3 years in financial planning and hold a CFP designation. This position involves working closely with clients, managing investment portfolios, and ensuring compliance with regulations. Successful candidates will have strong communication skills and the ability to build long-lasting client relationships.

Qualifications

• Minimum of three years of financial planning experience.
• Strong knowledge of financial planning principles and investment strategies.
• Exceptional interpersonal and client-centric communication skills.

Responsibilities

• Develop comprehensive financial plans aligned with client goals.
• Conduct in-depth financial assessments including cash flow and retirement planning.
• Build and nurture long-term client relationships through regular reviews.

Skills

Financial planning

Investment strategies

Communication skills

Risk management

Tools

Financial planning software

CRM systems

Job description

A client-focused financial planning firm is seeking an experienced Financial Advisor to develop tailored financial plans and provide ongoing guidance. The ideal candidate will have at least 3 years in financial planning and hold a CFP designation. This position involves working closely with clients, managing investment portfolios, and ensuring compliance with regulations. Successful candidates will have strong communication skills and the ability to build long-lasting client relationships.