What are the responsibilities and job description for the Certified Financial Planner position at Pendleton Financial?
Company Description
Pendleton Financial Wealth Management is dedicated to helping clients achieve their goals and objectives through tailored financial planning and diversified investment strategies. As fiduciaries, we prioritize the interests of our clients above all else, ensuring transparency and trust in every financial decision. With a focus on cost-efficient, high-value asset management, we align our success with the success of our clients. Our fee-based approach reflects our commitment to building long-term, generational relationships with those we serve. Advisory services are offered through Pendleton Financial, LLC, an SEC Registered Investment Advisory Firm based on guiding principles that emphasize ethical responsibility.
Role Description
This part-time, on-site role is located in Raleigh, NC. As a Certified Financial Planner, you will work directly with clients to assess their financial goals, create personalized financial plans, and develop strategies tailored for retirement planning, asset management, and wealth preservation. The role involves providing professional guidance in areas such as budgeting, savings plans, investment options, estate planning, and tax strategies, while maintaining fiduciary standards and fostering lasting client relationships.
Qualifications
- Proficiency in Financial Planning and Personal Financial Planning
- Certified Financial Planner (CFP) designation or equivalent critical qualification
- Strong knowledge of Finance and Retirement Planning
- Excellent interpersonal, communication, and relationship management skills
- Ability to assess and align comprehensive financial goals with client needs
- Familiarity with fiduciary practices and a commitment to maintaining client-first ethics
- Bachelor’s degree in Finance, Economics, Accounting, or related field preferred
- Experience working with diverse client bases and developing long-term financial strategies
- Proficiency in financial planning software and tools is a plus