Certified Financial Planner

Retirement Planning Group LLC located in Malta, NY is seeking an experienced Certified Financial Planner. If you do not have any experience in this role, please do not apply.

Candidate for this job must have 10 years experience in the financial services industry and have great people skills. We focus on pre and post retirement planning and work with our clients on a total wealth management plan. You must have all necessary licenses for insurance and investment products. Great working environment with a team of highly motivated professionals.

The position requires an individual who has a thorough knowledge of the financial services business and who is committed to being part of a team that delivers comprehensive client solutions. This individual must have strong relationship management skills. They must be reliable, organized and deadline driven. A qualified applicant must be dedicated, goal-oriented, and able to work well in a self-directed and collaborative environment. Must be able to learn and articulate the story of the practice.

Responsibilities

• Support lead advisor with clients
• Manage certain client relationships independently.
• Lead in answering routine client questions
• Completes investment research, investment recommendation analysis and proposal generation
• Participates in client meetings
• Creates agendas for client meetings, takes notes and completes or delegates follow up activities
• Supports the preparation for all client meetings
• Supports Director of Operations in the running of the practice
• Builds rapport with clients
• Performs ongoing fact-finding to uncover organic growth opportunities, multi-generational opportunities, cross-selling and important personal information
• Delivers excellent service supporting the generation of referrals from existing clients
• Assists in maintaining a compliant practice
• Tax gain/loss analysis
• Makes outgoing client courtesy calls
• Compiles and analyzes client data to develop financial plans
• Provide backup support to all team members when necessary
• Maintains defined system flows and CRM systems
• Update client info as necessary in CRM to ensure integrity of database
• Handle various client requests
• Ensure clients receive the proper level of reach out and communication from the office
• Ensure clients are receiving a best in class experience from the firm

Requirements

• CFP Required
• 10+ years financial services experience
• Series 7 license
• Life & Health License

What to prepare

• resume

Preferred dress code

Business (business suit, tie)

What is a hiring event?

Think of it like a job fair, but for one company and more personal. Hiring events are a great way for employers to fill multiple roles quickly. Hiring is a human process, and they would like to meet you to see if you’re a fit!