Wynn Capital Management, LLC

Established in 2003, Wynn Capital is an independent, fee only, fiduciary RIA. We offer proprietary, SRI, risk managed model portfolios and comprehensive financial planning.. This is a full-time hybrid role for a Certified Financial Planner at Wynn Capital Management, LLC. As a Certified Financial Planner, your day-to-day tasks will include providing comprehensive financial planning and advisory services to clients, analyzing financial information, assessing risk tolerance, and developing customized financial plans.. Currently hold the Certified Financial Planner (CFP) designation. Demonstrate in-depth knowledge of financial planning strategies, tax planning, investment management, retirement planning, and estate planning. Series 66 or 65 license required is helpful but not required.

certified financial planner

Company Description
Established in 2003, Wynn Capital is an independent, fee only, fiduciary RIA. We offer proprietary, SRI, risk managed model portfolios and comprehensive financial planning. More information is available at WynnCapital.com. Role Description
This is a full-time hybrid role for a Certified Financial Planner at Wynn Capital Management, LLC. As a Certified Financial Planner, your day-to-day tasks will include providing comprehensive financial planning and advisory services to clients, analyzing financial information, assessing risk tolerance, and developing customized financial plans. The role will be majority remote with periodic in person client and staff meetings. Qualifications
Currently hold the Certified Financial Planner (CFP) designation
Bachelor's degree in Finance, Accounting, or a related field
Demonstrate in-depth knowledge of financial planning strategies, tax planning, investment management, retirement planning, and estate planning
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Ability to build and maintain strong client relationships
Attention to detail and accuracy
Proficiency in financial planning software and Microsoft Office Suite
2 years experience in the financial services industry
Series 66 or 65 license required is helpful but not required. Please note that this job description is intended to provide a general overview of the position and does not include every task or responsibility that may be required. Wynn Capital Management, LLC is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

START NEW SEARCH