Financial Planner

Financial Planner (CFP) – Growth Opportunity into Advisor Role📍 Greensboro, NC (On-site)We’re partnering with a well-established, boutique financial planning and wealth advisory firm to hire a Financial Planner (CFP) to support a growing client base and play a key role in the firm’s continued success. This is an excellent opportunity for a hands-on planner who enjoys building comprehensive financial plans, contributing to investment strategy, and working closely with experienced advisors—with a clear path to grow into an Advisor role over time if desired.What You’ll Be DoingDevelop and prepare comprehensive financial plansAnalyze client portfolios and provide planning/investment recommendationsSupport client review prep and ongoing financial strategyAssist with investment analysis and potential trading activityContribute to insurance and risk management planningTake ownership of smaller client needs to support senior advisorsOperate as a true team player, wearing multiple hats in a collaborative environmentRole Requirements:CFP designationSeries 6 license5+ years of financial planning experience (flexible for exceptional candidates)Based locally in or near Greensboro, NCLife & Health Insurance license (or willingness to obtain)Strong background in insurance and risk planningWhy This Opportunity Stands OutClear growth path → opportunity to evolve into a Financial Advisor roleBroad exposure → gain experience across planning, investments, and insuranceHigh impact → play a key role in supporting advisors and enhancing client experienceTight-knit team → work closely with leadership and make a meaningful contributionIf you’re a CFP professional looking to grow within a collaborative, client-focused environment—this could be a great next step. Please email your resume to mscott@pursuitsalessolutions.com if you're interested in learning more and meet the requirements above!