What are the responsibilities and job description for the Certified Financial Planner position at GAGNE WEALTH MANAGEMENT INC?
We're Hiring: Financial Advisor: Certified Financial Planner™ (CFP®)
Join Gagne Wealth Management and help individuals, families, and business owners build confidence in their financial future through comprehensive, client-focused planning.
At Gagne Wealth Management, a Raymond James-affiliated practice, we believe great financial planning is about much more than investment management. We are seeking a Certified Financial Planner™ (CFP®) who is passionate about serving clients, building long-term relationships, and delivering personalized financial advice that helps clients achieve their most important goals.
As a CFP® professional, you will serve as a trusted advisor, providing comprehensive wealth management strategies while maintaining a fiduciary commitment to always act in the client's best interest.
What You'll Do:
Develop and implement comprehensive financial plans tailored to each client's unique circumstances, goals, and aspirations.
Provide guidance across all areas of wealth management, including:
- Investment Management
- Retirement Planning
- Tax-Efficient Strategies
- Insurance Analysis
- Education Funding
- Estate Planning
Additional responsibilities include:
- Evaluating client income, assets, liabilities, and long-term financial objectives
- Conducting financial plan reviews and presenting recommendations
- Meeting regularly with clients to review progress and adjust strategies as life circumstances change
- Monitoring portfolio performance and market conditions
- Researching planning solutions and investment opportunities
- Maintaining accurate records and ensuring compliance with industry regulations and firm standards
What We're Looking For:
- Certified Financial Planner™ (CFP®) designation
- Bachelor's degree
- Minimum of 3 years of financial planning and wealth management experience
- Series 7 License
- Series 65 and/or Series 66 License
- Strong understanding of comprehensive financial planning principles
- Exceptional communication, relationship-building, and client service skills
- Commitment to the CFP Board's Code of Ethics and Fiduciary Standards
Preferred Qualifications:
- Experience using MoneyGuidePro (MGP) financial planning software
- Previous experience working within a comprehensive wealth management practice
- Ability to develop and present customized financial plans to high-net-worth individuals and families
Why Join Gagne Wealth Management?
At Gagne Wealth Management, you'll join a team dedicated to putting clients first, building meaningful relationships, and delivering exceptional financial guidance.
We offer an environment where professionals can:
- Make a meaningful impact in clients' lives
- Build long-term trusted advisor relationships
- Work alongside a collaborative and experienced team
- Grow professionally within a respected Raymond James-affiliated practice
- Focus on holistic financial planning, not just investment management
If you're passionate about helping clients navigate life's financial decisions and want to be part of a team that values integrity, professionalism, and excellence, we'd love to hear from you.
Location: Indianapolis, IN
Position Type: Hybrid
Salary:
- Competitive base salary plus a highly attractive.
- Comprehensive benefits package (Health, Dental, Vision, 401k match).
- Administrative, operational, and compliance support so you can focus entirely on clients.
Apply today to learn more about joining our growing team.
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Salary : $60,000 - $75,000