What are the responsibilities and job description for the Certified Financial Planner position at Tempus Wealth Planning?
We are currently seeking a Full-time Certified Financial Planner to join our team! You will work with our Certified Financial Planner team in analyzing client data and helping to prepare client deliverables.
Responsibilities:
- Work closely with advisors to identify client planning needs
- Gather client financial data
- Manage planning software
- Analyze client data and prepare planning recommendations
- Oversee client planning service schedule
- Provide investment advice to assigned clients
Qualifications:
- Experience in financial planning
- Advanced spreadsheet skills
- Strong attention to detail
- Strong analysis and critical thinking skills