CFP Financial Planner - Hybrid Wealth & Retirement

CPS, Inc.; Lafayette (CA); Hybrid; USD 113.000 - 138.000; Vollzeit

Benefits dieser Stelle

Hybrid work schedule

Walnut Creek base

Zusammenfassung

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

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Financial planning

Wealth management

Investment advisory

Client communication

Ausbildung

CFP designation

Jobbeschreibung

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