About this opportunity
CPS Inc. lists this Certified Financial Planner opportunity in west lafayette, Ohio. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Financial Planner (CFP Required)
Location: Walnut Creek, CA // West Lafayette CA
Work Arrangement: Hybrid Schedule
Compensation: Up to $125,000 annually
Position Overview
We are seeking a Financial Planner to provide comprehensive financial planning and investment guidance to clients. This individual will work closely with clients to understand their financial goals, develop personalized strategies, and help them make informed decisions regarding their financial futures.
Key Responsibilities
Develop and implement comprehensive financial plans tailored to clients’ goals and needs.
Meet with clients to review financial situations, discuss objectives, and provide ongoing recommendations.
Provide guidance on retirement planning, investment strategies, tax considerations, estate planning, and wealth management.
Monitor client portfolios and financial plans, making recommendations as circumstances change.
Build and maintain strong, long-term client relationships.
Collaborate with internal team members and other financial professionals to deliver a high level of client service.
Maintain accurate client records and ensure compliance with applicable regulations.
Qualifications
Certified Financial Planner (CFP) designation required.
Experience in financial planning, wealth management, or investment advisory services.
Strong knowledge of retirement planning, investments, and comprehensive financial strategies.
Excellent communication, analytical, and relationship-building skills.
Ability to explain complex financial concepts in a clear, client-friendly manner.
Strong organizational skills and attention to detail.
Compensation & Work Environment
Compensation of up to $125,000 annually, based on experience and qualifications. Hybrid work schedule based in Walnut Creek, California, offering a combination of in-office collaboration and remote flexibility.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.