What are the responsibilities and job description for the Certified Financial Planner position at gpac?
JOB DESCRIPTION
We recently partnered up with a well established Wealth Management firm who is looking to bring on an experienced Certified Financial Planner. This is an opportunity to grow both personally and professionally while working with some of the best in the business.
CFP RESPONSIBILITIES:
- Analyze financial and investment information obtained from clients to determine strategies, products and services to help clients meet their financial and investment objectives
- Provide financial planning information/education to clients about the purpose and details of financial products, services and strategies
- Build and maintain client base, keep client financial and investment plans up-to-date and acquire new clients on an ongoing basis
- Provide knowledgeable, objective finance & financial planning guidance and customized financial strategies to consumer segments that demand high quality services.
- Securities trading of client portfolios involved
CFP REQUIREMENTS:
- Bachelor's (Required)
- US work authorization (Required)
- Financial planning: 1 Year (Required)
- CFP (Required)
- Series 63 or other (Preferred)
- FINRA License (Preferred)
For immediate confidential consideration for any current or future opportunities, email me with your resume and availability: bill.danton@gogpac.com or call me at 605-679-9918. Alternatively, you can reach my colleague Rachel Sharp at 605-800-4107/rachel.sharp@gogpac.com
Connect with us on LinkedIn:
https://www.linkedin.com/in/william-danton/
https://www.linkedin.com/in/rachelcsharp/
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States for the past 31 years. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
