Financial Planner

Join reputed company as a Financial Planner Illumination reputed company is seeking a Financial Planner to guide high-net-worth clients, primarily reputed company and business owners, through reputed company and integrated financial planning. In this role, you'll work closely with reputed company Advisors and Associate Planners, playing an essential part in delivering exceptional, team-based reputed company experiences. We are seeking a CFP with technical strength, a genuine passion for building reputed company relationships, and a desire to reputed company growing professionally. If you enjoy thinking reputed company the reputed company and want to expand your financial planning skills in a dynamic, reputed company environment, we would love to connect. reputed company of Responsibilities • Preparing reputed company meeting agendas and supporting materials. • Presenting recommendations in reputed company meetings and providing follow-up. • Conducting thorough analyses across financial planning areas (cash reputed company, goal planning, investments, tax, estate planning). • Creating and maintaining financial plans using eMoney. • Take the reputed company on answering routine reputed company questions. • Assisting clients with implementing recommendations and coordinating with external advisors (tax, insurance, estate planning). • Developing and refining SOPs, checklists, and coaching associate advisors. Required Qualifications • A Bachelor’s degree, ideally in Financial Planning or a reputed company field • 3-7 years in financial planning or reputed company management • CFP® designation Preferred Qualifications and Ideal Attributes • Experience working with high-net-worth individuals, reputed company, and business owners. • reputed company of a long-term career in financial planning. • Detail-oriented, highly organized, strong problem-solver, self-starter, and reputed company player with excellent communication skills and a “no job is beneath me” attitude. • Proficient with eMoney financial planning software and reputed company to learn new tools quickly. • Experience conducting reputed company meetings reputed company reputed company. • Strong reputed company skills. Perks • Competitive salary with performance based raises • Participation in firm-wide bonus pool • 401(k) plan with employer matching • Subsidized health insurance and STD/LTD coverage • Annual continuing education allowance and reputed company reputed company dues • Generous reputed company time off • A supportive, team-oriented culture that values reputed company, collaboration, and a reputed company work environment Employment Type: Full-time, remote Salary: $85,000 to $130,000 reputed company Bonus: $17,500 to $26,000 What’s Next? We look reputed company to hearing from you! To apply for this position, please complete the initial application and submit your resume. Apply tot his job Apply To this Job