What are the responsibilities and job description for the Senior Financial Planner position at Clarke Financial Management?
Senior Financial Planner
WHAT WE ARE LOOKING FOR:
Clarke Financial Management (CFM) is a wealth management firm that manages over $200 million of investment assets for predominately high net worth individuals. Over the last 8 years we have experienced tremendous growth to the tune of 31.66% year-over-year increase in revenue. CFM is hiring a Senior Financial Planner to join our office in Virginia Beach, VA. As a Senior Financial Planner, you will collaborate with members in the Financial Planning Department to provide financial planning, wealth management and investment advisory services. The Senior Financial Planner will join a team of dynamic, collaborative, and client-focused professionals who take pride in delivering massive value to the families we serve. Essential duties for the Senior Financial Planner will include, but are not limited, to:
- Must possess the ability to train, lead and manage new financial planners.
- Collecting data for financial planning via client questionnaire, clarifying and verifying client answers to questions and entering data into the financial planning system.
- Developing customized and comprehensive personal and business financial plans.
- Presenting financial plans to clients in person or virtually.
- Collaborate with other departments to provide white glove experience.
- Utilizing financial planning software to generate financial plans and reviewing them with Managing Partner.
- Generating specific action plans for clients relative to specific recommendations made in their financial plan.
- Creating, reviewing, and entering data into spreadsheets to analyze specific financial planning and/or business planning issues.
- Working with the financial planning team and continually assessing existing software to determine the need for changes and/or upgrades to maximize opportunities with clients and potential clients.
- Performing other duties as assigned and required.
Qualifications/Experience:
- 7 years’ experience as a Financial Planner, Financial Advisor or related capacity; client facing experience a plus.
- 5 years of leadership/management experience in the wealth management industry.
- 4-year undergraduate degree required; preferably in Financial Planning, Accounting, Economics or a related major.
- CFP Designation is required or the process of taking the CFP exam.
- FINRA Series 65 preferred or related licenses (i.e. series 7,6,63).
- Knowledge of financial planning software; proficiency in eMoney preferred.
- Strong computer skills, especially in Excel and/or programming skills is a plus.
- Good interpersonal skills with the ability to work well with others.
- Ability to work independently.
- Strong attention to detail and accuracy.
- Ability to organize and present.
WHAT WE OFFER:
- CFM offers a highly competitive salary and a suite of holistic benefits designed to help our team members balance their personal and professional life commitments.
- Compensation: Base Salary is commensurate with experience ranging from $80,000-$105,000 with incentive compensation.
- Professional Development: 3 Year CFM Training Program, Designation Reimbursement, etc.
- Benefits: Medical, Dental, Vision, Retirement Plan (401K), PTO, etc.
CFM will not provide immigration sponsorship for this position and please do not apply unless you have the requisite years of experience.