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Financial Planner
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$65,000 - $115,000 a year
Full-time
- The Financial Planner is responsible for the last five of six steps in the CFP Board’s Financial Planning Process.
- This individual interacts with clients on a daily basis to gather information, analyze information, develop recommendations, implement recommendations and monitor the financial plans of their clients.
- The Planner collaborates with one or more Wealth Managers in the firm to deliver expert, comprehensive financial advice to their clients.
- We do not accept resume submissions from third-party recruiters or staffing agencies.
- Collaborates with members from each business line to best serve the client
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