CFP Planner

Company DescriptionThe Sovran Lifestyle Wealth Management is a professional financial planning firm based in the Raleigh-Durham-Chapel Hill area. Committed to helping clients achieve financial independence, the firm provides tailored, client-centered financial solutions and wealth management strategies. With a focus on long-term partnerships, Sovran Lifestyle Wealth Management emphasizes integrity, personalized service, and holistic financial planning approaches to meet the unique lifestyle goals of each client.Role DescriptionThis is a full-time, for a Certified Financial Planner (CFP). We are located in the Raleigh-Durham-Chapel Hill area. The CFP Planner will be responsible for creating and executing comprehensive financial plans, analyzing client needs, monitoring financial goals, and providing expert advice in areas such as investments, tax planning, retirement planning, and estate strategies. The role also involves maintaining strong client relationships, preparing financial reports, and adhering to compliance standards.QualificationsSecurities Series 66 or (65) Series 7Ready to leave Big Financial forever.Expertise in Financial Planning, Investment Management, and Tax PlanningKnowledge of Retirement Planning, Estate Planning, and Risk ManagementStrong analytical skills and the ability to interpret complex financial dataExcellent communication and relationship-building skills with a client-first approachProficiency in E Money financial planning software and toolsCurrent Certified Financial Planner (CFP) certification requiredBachelor's degree in Finance, Economics, Accounting, or a related fieldExperience in lifestyle-based financial advisory is a plus