Certified Financial Planner - Tourbillion Financial Advisors

Job Details

Part-time6 days ago

Qualifications

CFP
Wills, trusts, & estate law
Communication skills
Financial planning
Series 7
Bachelor's degree

Full Job Description

We are looking for a Financial Planner to assist in supporting and growing our wealth management business. You will assist in preparing financial plans with Money Guide Pro, preparing portfolio allocations and analyzing investment options. Our financial planner should be an effective communicator with experience in financial planning and investment portfolio analysis. If you’re analytical, meticulous and customer-oriented, we’d like to meet you. Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.

Responsibilities

Analyze clients’ financial resources
Examine and suggest financial opportunities (e.g. estate planning, investments)
Develop sound financial plans and budgets for clients via Money Guide Pro
Revise financial plans according to clients’ changing needs
Help clients implement their plans

Qualifications

Proven experience as financial planner or similar role
Proficiency in Money Guide Pro and Morngingstar or YCharts
Attention to detail and deadlines
Strong ethics, with a customer-oriented attitude
Outstanding communication skills, with the ability to foster long-term relationships
CFP designation

Job Type: Part-time

Pay: From $25.00 per hour

Schedule:

Monday to Friday
On call

Education:

Bachelor's (Preferred)

Experience:

Financial Planning: 3 years (Preferred)

License/Certification:

Series 7 (Preferred)
CFP (Required)

Work Location:

Fully Remote

Paid Training:

Management:

Team Lead

Company's website:

www.tourbillionfa.com