Certified Financial Planner

Seeking a motivated Financial Planner to join a collaborative growth-focused team. This full-time hybrid role offers structured mentorship hands-on client experience and a defined path for career advancement. The ideal candidate is a client-focused advisor with strong technical knowledge a producers mindset and a passion for helping individuals achieve their financial goals.

• Deliver comprehensive financial planning retirement and investment advice.
• Build manage and strengthen long-term client relationships.
• Lead client meetings present recommendations and convert opportunities into new business.
• Collaborate with senior advisors through mentorship and professional development.
• Support business growth initiatives succession planning and an exceptional client experience.
• Apply tax-aware planning estate coordination and regulatory compliance best practices.

• Approximately 110 years of financial planning or advisory experience.
• Active Series 7 and Series 66 licenses required.
• CFP exam passed or progress toward certification preferred.
• Strong client-facing communication and relationship-building skills.
• Proven ability to develop business and close new opportunities.
• Self-starter with a growth mindset professionalism and high ethical standards.
• Existing client relationships or portable business is a plus but not required.
• Willingness to travel periodically and relocate if needed.

• Base salary: $75000$95000.
• Performance-based bonuses sign-on incentives and profit sharing.
• Covered training licensing and ongoing professional development.
• Significant long-term earning and career growth potential.

• U.S.-based candidates only.
• Successful completion of background credit and compliance checks.
• Ability to discuss personal financial habits and goals with confidence.