Job Responsibilities:

• Prepare, maintain and evaluate comprehensive financial plans
• Develop integrated wealth management solutions per clients’ specific goals
• Involved in all aspects of the financial planning business and processes from client meetings to business reporting
• Ad hoc reporting and analyses

Qualifications:

• CFP® practitioner preferred
• Strong analytical and financial skills
• Strong verbal and written communication skills
• Organized with strong attention to detail
• Knowledge of Microsoft Office (Excel, PowerPoint, and Word) and experience in using financial planning software preferred
• Basic understanding of investment and financial planning strategies
• Must be a self-starter, problem solver and a goal-oriented team player
• FINRA Series 7, 63 and 65 or 66