Financial Planner

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

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About Us

We are a client-focused financial planning firm dedicated to providing comprehensive wealth management solutions. We focus on the fundamentals of financial planning and therefore strive to have all of our advisors earn their CFP. Our mission is to help clients achieve their financial goals through personalized strategies, informed decision-making, and a commitment to fiduciary excellence.

Position Overview

We are seeking an experienced Financial Advisor to join our team. The ideal candidate will have a minimum of three years of experience in financial planning and hold the Certified Financial Planner (CFP) designation. This role involves working closely with clients to develop tailored financial plans, manage investment portfolios, and provide ongoing financial guidance.

Key Responsibilities

• Develop comprehensive financial plans that align with clients\' short- and long-term goals.
• Conduct in-depth financial assessments, including cash flow analysis, investment strategies, risk management, retirement planning, tax efficiency, and estate planning.
• Provide personalized investment recommendations and portfolio management strategies.
• Educate clients on financial concepts and guide them through complex financial decisions.
• Maintain compliance with industry regulations and uphold fiduciary responsibilities.
• Build and nurture long-term client relationships through proactive communication and regular reviews.
• Collaborate with internal team members to deliver holistic financial solutions.
• Stay up to date with industry trends, market conditions, and financial planning best practices.

Qualifications & Requirements

• Minimum of three years of financial planning experience in a private firm or wealth management setting.
• Strong knowledge of financial planning principles, investment strategies, tax planning, and risk management.
• Exceptional interpersonal and communication skills with a client-centric approach.
• Ability to work independently and collaboratively in a team-oriented environment.
• Proficiency in financial planning software and CRM systems.
• Competitive compensation with performance-based incentives.
• Professional development and continuing education opportunities.
• Supportive and collaborative team environment.
• Opportunity to make a meaningful impact on clients’ financial well-being.