Fast growing firm looking for a CFP to join our team to assist the servicing of current client base and to support growth within the organization. The financial planning specialist will work in conjunction with the firm’s financial advisors in the development and implementation of financial plans, conduct of client review meetings, and as needed support of growth initiatives within the firm.
Gathering, processing, researching, analyzing, and presenting information pertaining to clients’ financial plans, including investment management, risk management, retirement planning, income tax planning, education funding, and estate planning;
Preparation of written, comprehensive financial plans;
Attend client meetings with Financial Advisors and eventually take client review meetings independently;
Follow up with clients as required based on meetings and as part of regular client review;
Work with Chief Investment Officer to understand investment strategies utilized in client portfolios;
Assist in the development of processes and procedures to be followed across each of the firm’s office locations;
Strong analytical, written and verbal communication skills
Certified Financial Planner designation
5+ years industry experience w/minimum 2-3 client facing
Series 7 and 66 or equivalent and State Insurance license
Bachelors degree required
Additional Salary Information: This is a salaried/bonus position, which is negotiable based on experience and qualifications.
About Measured Wealth Private Client Group, LLC
Measured Wealth Private Client Group LLC is an independently owned Registered Investment Advisory firm with offices located in Portsmouth, NH and Boca Raton, FL. We provide investment management and comprehensive financial planning services to our more than 500+ client families. We are growing rapidly and committed to building a strong team environment within the firm.