Certified Financial Planner

Certified Financial Planner Tri C Companies Independence, OH Job Details Full-time $90,000 - $100,000 a year 1 day ago Benefits Health insurance Dental insurance 401(k) Vision insurance Life insurance Qualifications Finance advising Financial sales Economics Customer relationship building CFP Market analysis Public accounting Bachelor's degree in finance Bachelor's degree in economics Research Financial analysis Finance Investment strategy development Analysis skills Bachelor's degree Managing clients in a finance role Bachelor's degree in accounting Senior level Estate planning Accounting Communication skills Technical accounting Financial retirement planning Full Job Description Job Overview We are seeking a skilled Financial Planner to join our team. The ideal candidate will be responsible for providing financial guidance to clients, assisting them in making informed decisions about their money and financial futures. Responsibilities Conduct in-depth financial analysis and create personalized financial plans for clients Assist clients in managing their investment portfolios and recommend suitable investment strategies Provide guidance on retirement planning, estate planning, tax strategies, and insurance needs Stay up-to-date on financial market trends, investment products, and regulatory changes Build and maintain strong client relationships through regular communication and reviews of financial plans Collaborate with other professionals such as accountants and attorneys to provide comprehensive financial solutions Qualifications Bachelor's degree in Finance, Accounting, Economics, or related field Certified Financial Planner (CFP) designation preferred Strong knowledge of technical accounting principles and portfolio management Experience in wealth management, public accounting, or financial services industry Proficiency in math and financial sales techniques Excellent research skills with market trends analysis and investment opportunities Join our team as a Financial Planner to help clients achieve their financial goals through strategic planning and expert advice

Pay:

$90,000.00 - $100,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Life insurance Vision insurance

Experience:

certified financial planning: 5 years (Preferred)

License/Certification:

CFP designation (Preferred)

Work Location:

In person