Certified Financial Planner

Financial Planner

Position Overview

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 producer's mindset, and a passion for helping individuals achieve their financial goals.

Key Responsibilities

• 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 ...