CFP Wealth Planner & Trusted Advisor

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

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.