What are the responsibilities and job description for the Certified Financial Planner (Min 2+ Yrs Exp Req) position at Partners in Financial Planning, LLC?
Company Description Serving a nationwide clientele, Partners in Financial Planning specializes in comprehensive wealth management and tax planning services for physicians and other professionals. We provide high-touch services designed to exceed the client’s expectations and help them reach their goals. We are fee-only fiduciaries.
Role Description We are looking to expand our team with a financial planner who desires to help clients in a meaningful way and contribute to our firm’s rapid growth and success. You will play a key role in working directly with other team members, clients, and custodians to provide superior service and support. You can expect a significant amount of direct client interaction via meetings, phone calls, video calls, and emails.
Specific responsibilities include:
· Manage client relationships.
· Prepare for and manage client meetings.
· Manage follow-up action items.
· Prepare financial plans.
· Manage portfolios.
· Research and participate in projects designed to better our firm and our ability to serve clients.
Candidates need exceptional attention to detail, time management skills, and organizational skills to go along with strong interpersonal and problem-solving skills. Must have passed the CFP® exam or have a desire to do so. CPA designation is helpful but not required. Three to five years of direct financial planning experience preferred.
We have a physical office in Salem, VA and are working to establish offices in other locations, such as Richmond, VA. This role provides opportunities for in-person work, hybrid work, or fully remote work.