We are seeking an experienced, knowledgeable financial planner to join our growing advisory firm. As a financial planner, you will work closely with clients to understand their financial situations and goals and develop comprehensive financial plans to help them achieve those goals.
Responsibilities:
- Meet with clients to collect information about their financial situations, objectives, risk tolerance, time horizons, etc.
- Analyze clients' finances, identify issues and opportunities, and evaluate alternative courses of action
- Develop and present comprehensive financial plans that include investment strategies, tax planning, asset allocation, risk management, retirement planning, estate planning strategies, and other components
- Implement financial plans by recommending specific investment vehicles, insurance policies, etc.
- Monitor clients' accounts and plans, recommending any necessary changes and ensuring continued progress toward goals
- Stay current on financial planning regulations, legislation, and tax law changes
Requirements:
- Bachelor's degree in finance, accounting, business, economics or related field
- 3+ years experience in financial planning or analysis role
- CFP (Certified Financial Planner) designation preferred
- Series 65 license or ability to attain
- Excellent analytical, communication, and relationship-building skills
- High attention to detail with ability to explain complex financial concepts simply
We offer a competitive salary and benefits package along with opportunities for career advancement. As part of our collaborative planning team, you will work in a supportive, stimulating environment helping clients achieve financial security. Simply apply or email your resume directly to jj.flores@gogpac.com to be considered.
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