About Us
Since 1981, Babb Financial Group has been guiding individuals, families, and business owners through life’s financial complexities. We believe planning isn’t about transactions — it’s about relationships. Our purpose is simple: we guide people to peace of mind, solve the hard problems, and provide a team clients can rely on.
About the Role
We’re seeking a Financial Planner who can connect easily with people, build lasting relationships, and thrive in a team-based environment. You’ll serve a large group of existing clients while assisting in onboarding new ones, working alongside senior advisors and our planning support team to deliver the Babb client experience.
This role is ideal for someone who is outgoing, engaging, and values collaboration — someone who clients feel comfortable with right away. Technical expertise matters, but just as important is your ability to communicate clearly, listen deeply, and guide clients with confidence and empathy.
What You’ll Do
- Manage and deepen relationships with an existing client base.
- Support onboarding of new clients into our process.
- Collaborate with our team to deliver comprehensive financial planning and coordinated tax strategies.
- Provide guidance on financial planning and investment management topics.
- Partner with outside professionals (CPAs, attorneys, etc.) when needed.
- Ensure follow-through so clients experience clarity, organization, and peace of mind.
What We’re Looking For
- Credentials: CFP® certification (preferred). Other designations/license (JD, CFA, CPA) are valuable.
- Licenses: Series 65 & Life/Health Insurance License.
- Experience: 3+ years of advisory experience.
- Qualities: Outgoing, personable, strong communicator, detail-conscious, and team-oriented.
- Mindset: Growth-oriented, collaborative, and eager to advance.
Compensation & Benefits
- Salary: $100,000 – $150,000, commensurate with experience.
- 401(k) with 3% non-discretionary contribution and profit sharing after 1 year.
- Career tracks
- Annual CFP® fees and approved CE expenses covered.
- Open PTO and Friday afternoons free when work is complete.
- Company-paid life and disability insurance (no group health offered).
- Business travel expenses reimbursed for approved conferences and client meetings.
Job Type: Full-time
Pay: $100,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Life insurance
- Paid time off
- Professional development assistance
- Relocation assistance
- Retirement plan
Education:
Experience:
- Financial planning: 3 years (Preferred)
License/Certification:
Work Location: In person
