- Conduct comprehensive financial analyses to assess clients' financial situations and develop personalized financial plans.
- Collaborate with advisors and clients to establish realistic financial goals and develop actionable plans to achieve those goals. Monitor and adjust those strategies to align with changing goals or circumstances.
- Provide expert guidance on investment strategies, retirement planning, tax optimization, estate planning, insurance, and other financial matters.
- Stay current on industry trends, regulatory changes, economic changes, and other factors to provide clients with the most relevant and up-to-date advice.
- Teach financial advisors how to present and discuss financial plans with clients. Build and maintain strong relationships through regular communication and exceptional service.
- Read and understand financial statements and documents.
- Adhere to the highest degree of professional standards and strict client confidentiality.
- Other duties as requested by management.
- Bachelor's degree in finance, economics, or a related field. CFP preferred or must be obtained within 12 months of hire.
- Proven experience in financial planning, wealth management, or a related role.
- Strong knowledge of financial planning concepts, investment products, and tax and retirement strategies.
- Excellent analytical skills with the ability to interpret complex financial data and communicate findings effectively to advisors and clients.
- Exceptional interpersonal and communication skills.
- Strong computer skills including the ability to quickly learn financial planning software.
- Detail-oriented, committed to accuracy, and able to manage/prioritize workload effectively.
- Strong ethical standards with the ability to build rapport and trust with advisors and clients.
- Ability to work independently and as a part of a team in a fast-paced, dynamic environment.
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Financial Planner - Brentwood, United States - Shoemaker Financial
2 weeks ago
Description
Job Description
Job DescriptionShoemaker Financial is seeking a highly motivated, detail-oriented, and sales-minded Certified Financial Planner to join our team. The ideal candidate possesses a passion for creating financial plans tailored to clients' unique needs and goals. Additionally, candidates will possess a strong understanding of financial planning practices and technology, excellent analytical skills, a commitment to customer service, and proven industry experience.
Essential Responsibilities:
Qualifications:
Benefits for full time employees include:
+ Medical, dental, & vision insurance with optional HRA
+ PTO (starting 15 days per year & increases to 25 with tenure)
+ 8 1/2 Paid Holidays
+ Simple IRA with 3% Employer Match
+ Long term & short term DI (fully paid by employer)
+ $20,000 life insurance policy (fully paid by employer)
Company Description
Shoemaker Financial was founded in 1978 in Memphis, TN. Over the past 40+ years, our firm has grown to include 8 branch offices and over 100 driven and experienced professionals. We partner with clients by providing financial advice, insurance and investment products, and customized solutions to meet each client's goals. Internally, our company empowers employees through mentorship to achieve professional and personal success. We have a robust support team who partner with our financial advisors and their staff to service our clients. Our success is rooted in our core values of Integrity, Trust, and Mutual Respect. We have earned long-running accolades of National Best and Brightest Companies to Work For (2012 to present) and locally Top Places to Work (2013 to present). We pride ourselves on doing what is best for our clients and our team, and we are committed to nurturing a professional and connected workplace.\r\r
Benefits for full time employees include:\r
+ Medical, dental, & vision insurance with optional HRA\r
+ PTO (starting 15 days per year & increases to 25 with tenure)\r
+ 8 1/2 Paid Holidays\r
+ Simple IRA with 3% Employer Match\r
+ Long term & short term DI (fully paid by employer)\r
+ $20,000 life insurance policy (fully paid by employer)
