What are the responsibilities and job description for the Certified Financial Planner - CFP position at PANGEATWO?
Certified Financial Planner - CFP
Birmingham, AL
$70,000 - $120,000 plus bonus depending on experience
Are you a CFP or a CPA with dreams of becoming a CFP? Do you truly enjoy the financial planning and analytical work but do not want to have to be the asset gatherer who is cold-calling and prospecting for new clients? Do you love the idea of working hand-in-hand with high-net-worth businessmen and women helping them attain their financial goals while also surpassing your own? Lastly, do you enjoy the consistency of a base compensation plan coupled with the incentives of a strong quarterly bonus program? If so, LET’S GO!
We are assisting a fast-paced, results-oriented independent investment, wealth management and financial planning firm in the Birmingham area with their search for a Certified Financial Planner. The firm works with high-net-worth individuals to develop long-term financial and investment plans based on the individual clients’ values, vision and goals. The ideal candidate would have a solid understanding of the needs of high-net-worth investors and be able to effectively communicate by developing narrative to engage those individuals. Most work is done in the office located in Hoover, AL, however the company has a tremendous family-first culture and flexible corporate/remote environment when needed.
Responsibilities
Qualifications
Please note - if you have recently submitted your resume to a PangeaTwo posting, your qualifications will be considered for other open opportunities.
IND123
Birmingham, AL
$70,000 - $120,000 plus bonus depending on experience
Are you a CFP or a CPA with dreams of becoming a CFP? Do you truly enjoy the financial planning and analytical work but do not want to have to be the asset gatherer who is cold-calling and prospecting for new clients? Do you love the idea of working hand-in-hand with high-net-worth businessmen and women helping them attain their financial goals while also surpassing your own? Lastly, do you enjoy the consistency of a base compensation plan coupled with the incentives of a strong quarterly bonus program? If so, LET’S GO!
We are assisting a fast-paced, results-oriented independent investment, wealth management and financial planning firm in the Birmingham area with their search for a Certified Financial Planner. The firm works with high-net-worth individuals to develop long-term financial and investment plans based on the individual clients’ values, vision and goals. The ideal candidate would have a solid understanding of the needs of high-net-worth investors and be able to effectively communicate by developing narrative to engage those individuals. Most work is done in the office located in Hoover, AL, however the company has a tremendous family-first culture and flexible corporate/remote environment when needed.
Responsibilities
- Ability to interview clients, analyze their entire financial life and recommend financial plans and monitor outcomes
- Display in-depth knowledge of Financial Planning software tools and accurate input of financial data
- Creating customized solutions for managing risk, accumulating wealth and optimal management of income and taxes
- Creating family budgets, tax-sheltered investment plans, retirement savings and major purchase timelines
Qualifications
- Progress towards a CFP is preferred, the short-term goal of becoming a CFP is required
- Bachelor’s degree in Business, Finance, Accounting and/or related major
- CPA, CLU, CHFC, MBA is a plus
- Experience with Life and Health insurance
- Strong demonstrated quantitative and analytical skills
- Superior communication skills who take initiative and accountability
- Proven ability to understand client objectives and risk tolerance
- Excellent time management and strong organizational skills with the ability to prioritize multiple tasks and anticipate potential issues.
- Create client ready presentations using Excel, PowerPoint and other technology tools and software
- Strong work ethic, professional appearance, and demeanor
Please note - if you have recently submitted your resume to a PangeaTwo posting, your qualifications will be considered for other open opportunities.
IND123
Salary : $7