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Shoemaker Financial is seeking a highly motivated, detail-oriented, and sales-minded Certified Financial Planner to join our team. The ideal candidate possesses a passion for creating financial plans tailored to clients’ unique needs and goals. Additionally, candidates will possess a strong understanding of financial planning practices and technology, excellent analytical skills, a commitment to customer service, and proven industry experience.
Essential Responsibilities:
Qualifications:
About Our Firm
Shoemaker Financial was founded in 1978 in Memphis, TN. Over the past 40 years, our firm has grown to include 8 branch offices and over 100 driven and experienced professionals. We partner with clients by providing financial advice, insurance and investment products, and customized solutions to meet each client's goals. Internally, our company empowers employees through mentorship to achieve professional and personal success. We have a robust support team who partner with our financial advisors and their staff to service our clients. Our success is rooted in our core values of Integrity, Trust, and Mutual Respect. We have earned long-running accolades of National Best and Brightest Companies to Work For (2012 to present) and locally Top Places to Work (2013 to present). We pride ourselves on doing what is best for our clients and our team, and we are committed to nurturing a professional and connected workplace.
Benefits Package:
Benefits for full time employees include:
Job Type: Full-time
Pay: $70,000.00 - $85,000.00 per year
Benefits:
Compensation package:
Schedule:
Ability to Commute:
Work Location: In person
Full Time
Investment Management
$95k-113k (estimate)
05/05/2024
08/31/2024
shoemakerfinancial.com
NASHVILLE, TN
25 - 50
1978
JIM SHOEMAKER
$10M - $50M
Investment Management
Over 40 years ago, a team of individuals came together with a vision of creating a successful and dynamic financial firm. Since then, Shoemaker Financial has flourished by staying true to our mission: To enable our clients and associates to define and achieve their financial dreams and goals while building relationships that last a lifetime. Our team of over 130 driven, talented, and experienced professionals pride themselves on doing whats in the best interest of our clients and are committed to nurturing a professional and connected workplace. Shoemaker Financials success is rooted in three ...core values: Committed to helping our clients improve their long-term financial success, we offer a wide range of quality financial products and the professional advice of some of the best financial professionals in the industry. From insurance needs to college funding, retirement or estate planning, were committed to helping you accomplish your long-term financial objectives. Headquartered in Germantown, TN, Shoemaker Financial is firmly committed to providing: Expertise: A team of knowledgeable professionals and support staff work together to maximize the resources required to provide you with the best strategies to help you meet your financial needs. Quality Products: We use a proven, one-on-one process to analyze your unique situation and offer products of lasting value to provide long-term strategies to meet your needs. Excellent Service: We provide consistent, responsive service thats underscored by the dedication of our staff and our commitment to provide strategies that reflect the best interests of our clients. *Securities and Investment Advisory Services offered through Securian Financial Services, Inc.
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The job skills required for Financial Planner include Customer Service, Financial Statements, Economics, Financial Planning, Integrity, Analytical Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Planner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Planner. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Planner positions, which can be used as a reference in future career path planning. As a Financial Planner, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Planner. You can explore the career advancement for a Financial Planner below and select your interested title to get hiring information.
If you are interested in becoming a Financial Planner, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Planner for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Planner job description and responsibilities
Financial planners primarily assist with financial and lifestyle planning.
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Budgeting and cash flow analysis.
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Preparing and consolidating financial forecasts and models as required.
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Collect all documents required to create a complete financial plan.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Planner jobs
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They’re familiar with all kinds of financial transactions and products to make sure they present the most profitable solutions to their clients.
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Gives a solid foundation for understanding types of financial circumstances and options.
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Step 3: View the best colleges and universities for Financial Planner.