Certified Financial Planner

Financial Planner

Position Overview

Join a collaborative, growth-focused team where you'll receive hands-on mentorship, work directly with clients, and follow a clear path toward becoming a lead advisor. This full-time, hybrid opportunity is ideal for motivated financial professionals who thrive in a client-facing environment and are committed to delivering comprehensive financial guidance while driving business growth.

Key Responsibilities

• Provide financial planning, retirement, and investment recommendations to clients.
• Build, manage, and strengthen long-term client relationships.
• Lead client meetings, present financial strategies, and convert opportunities into new business.
• Partner with senior advisors through mentorship and ongoing professional development.
• Support business development, succession planning, and client experience initiatives.
• Apply ta...