We are currently interviewing for a Financial Planner(CFP) who will be primarily responsible for assisting the firm’s Financial and Investment Advisors in providing financial planning services to clients both in-person at our office and remotely/virtually online, or over the telephone. This is not a sales position.
Candidate must be able to handle a heavy workload, work efficiently and independently. As an organization focused on providing fee-based virtual planning services, the candidate must be extremely comfortable with technology and in conducting virtual planning and review meetings using screen sharing programs such as Join.me, GoToMeeting, eMoney, etc.
Meet with clients in-person or remotely and collect, organize and synthesize personal and financial information
Utilize eMoney and other planning software to run planning analysis while working collaboratively with clients, other team members, and clients’ other trusted advisors
Develop, write and present modular and comprehensive financial plans to clients including, pre and post-retirement income analysis, budgeting, debt management, risk management, estate, and charitable planning, cash flow management, and net worth statements
Field ad hoc planning questions from clients
Act as an internal consultant to provide subject matter expertise to FA’s/IARs
Keep current on financial planning topics, tax law changes, etc. impacting the advice being offered
Prepare for and run planning review meetings with clients
Minimum 2+ years of accounting or financial planning experience
Bachelor’s degree required. Graduate degree preferred but not required.
Expert understanding of financial, retirement, investment, and estate planning concepts
Experience utilizing Financial Planning software programs. Use of eMoney preferred.
Confidence and ability to communicate in laymen’s terms complex topics to clients
Able to perform several tasks concurrently, to prioritize work, and to take direction from multiple team members
Communicate effectively, both orally and in writing, with strong interpersonal skills
Very organized, strong attention to detail and analytical and problem-solving skills
High standards of professionalism, ethics, and integrity
Additional Salary Information: Quarterly Incentive Compensation & Revenue Sharing Plan
About Finivi | Financial Advisors
Finivi is an independent Financial Planning and SEC Registered Investment Advisory firm. We offer both in-person and virtual financial planning services, including our Advice-On-Demand monthly subscription service to clients nationwide.