Senior CFP Advisor — Lead Planning & Growth (Hybrid)

Maridea Wealth Management, LLC; Phoenix (AZ); Ibrido; USD 120.000 - 190.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid schedule

Small team

Descrizione del lavoro

Maridea Wealth Management in the Greater Phoenix Area is seeking a CFP® professional with a strong financial planning background and extensive client-facing experience. You will work directly with our lead advisor to build the practice, deliver comprehensive financial plans and deepen long-term client relationships.

This role offers a path to succession and, for the right person, the opportunity to lead the office's client relationships.

Competenze

• CFP professional with strong financial planning background.
• 5 to 15 years of financial planning experience.
• Live in the Phoenix metro area (required).
• Hands-on experience with financial planning software.
• Comfort with CRM systems; HubSpot experience a plus.

Mansioni

• Gather client data and build/update financial plans in eMoney.
• Prepare analyses on retirement, cash flow, tax, insurance, education and estate topics.
• Prepare agendas and materials for client review meetings.
• Attend client meetings, take notes and track action items.
• Over time, lead planning conversations with clients.

Conoscenze

Client-facing advisor

Financial planning

Business development

Communication

CRM

Leadership

Formazione

CFP certification

Strumenti

eMoney

HubSpot

Descrizione del lavoro

Maridea Wealth Management in the Greater Phoenix Area is seeking a CFP® professional with a strong financial planning background and extensive client-facing experience. You will work directly with our lead advisor to build the practice, deliver comprehensive financial plans and deepen long-term client relationships.

This role offers a path to succession and, for the right person, the opportunity to lead the office's client relationships.