The Well
Overview
Were hiring a
CFP
on behalf of our client- a growing, retirement-focused wealth management firm based in
Northern Arizona .
Key Responsibilities Prepare and deliver comprehensive financial plans, including retirement, tax, estate, insurance, and education planning Participate in client meetings and serve as a trusted point of contact for planning-related questions Analyze client financial data and develop recommendations aligned with client goals Support ongoing client service, reviews, and follow-up items Stay current on CFP standards, financial planning best practices, and regulatory requirements
Qualifications CFP certification required (or in the process of obtaining) 2+ years of experience in financial planning or wealth management Strong understanding of comprehensive financial planning concepts Excellent communication and relationship-building skills High attention to detail and strong organizational skills Proficiency with financial planning and CRM software (e.g., eMoney, MoneyGuidePro, Redtail, or similar) Ability to work effectively in a small, team-oriented firm environment
CFP
on behalf of our client- a growing, retirement-focused wealth management firm based in
Northern Arizona .
Key Responsibilities Prepare and deliver comprehensive financial plans, including retirement, tax, estate, insurance, and education planning Participate in client meetings and serve as a trusted point of contact for planning-related questions Analyze client financial data and develop recommendations aligned with client goals Support ongoing client service, reviews, and follow-up items Stay current on CFP standards, financial planning best practices, and regulatory requirements
Qualifications CFP certification required (or in the process of obtaining) 2+ years of experience in financial planning or wealth management Strong understanding of comprehensive financial planning concepts Excellent communication and relationship-building skills High attention to detail and strong organizational skills Proficiency with financial planning and CRM software (e.g., eMoney, MoneyGuidePro, Redtail, or similar) Ability to work effectively in a small, team-oriented firm environment