Certified Financial Planner Gagne Wealth Management, Inc. Indianapolis, IN Job Details Full-time $60,000 - $70,000 a year 6 hours ago Benefits Health insurance Dental insurance Vision insurance 401(k) matching Retirement plan Qualifications Estate planning needs analysis Teamwork Securities & Exchange Commission Data analysis skills Customer relationship management Cash management Experience practicing in the securities industry Full Job Description Job Summary We are seeking a dynamic and knowledgeable Certified Financial Planner (CFP) to join our team as a key advisor dedicated to helping clients achieve their financial goals. In this role, you will provide comprehensive financial planning and wealth management services, leveraging your expertise in estate planning, investment strategies, and regulatory compliance. Your proactive approach will empower clients to make informed decisions about their financial futures, ensuring personalized solutions that align with their unique needs and aspirations. This position offers an exciting opportunity to make a meaningful impact while working within a collaborative and growth-oriented environment. Responsibilities Develop tailored financial plans for clients, incorporating estate planning, retirement strategies, investment management, and cash flow analysis. Conduct detailed financial analysis using advanced financial planning software to evaluate client portfolios and recommend optimal solutions. Provide expert advice on wills, trusts, estate law, and estate planning advisory services to safeguard client assets and ensure regulatory compliance. Manage client relationships through regular communication, updates on market trends, and proactive financial advice to foster trust and loyalty. Stay current with industry knowledge of financial regulations, securities industry practices, and banking compliance standards to ensure all recommendations adhere to legal requirements. Perform regulatory due diligence to verify client information and maintain accurate documentation in accordance with FINRA standards. Assist clients with investment planning, asset management, tax strategies, and retirement planning advisory services to optimize their financial growth. Qualifications Proven experience practicing in the securities industry with a strong background in financial services and wealth management. Extensive knowledge of financial concepts including investment planning, portfolio management, cash management, and technical accounting. Demonstrated expertise in estate planning, wills, trusts & estate law, along with regulatory compliance experience related to banking and securities regulations. Familiarity with financial analysis tools and financial planning software for detailed client assessments. Strong client relationship management skills combined with excellent communication abilities to clearly explain complex concepts. Industry certifications such as CFP (Certified Financial Planner), FINRA licensing or equivalent are required. Ability to analyze financial data accurately while maintaining high ethical standards in client service. Join us as a Certified Financial Planner and be part of a team committed to empowering clients through expert guidance on their financial journeys!

Pay:

$60,000.00 - $70,000.00 per year

Benefits:

401(k) matching Dental insurance Health insurance Retirement plan Vision insurance

Work Location:

In person