Financial Planner

We are seeking a skilled Financial Planner to help individuals and families achieve their financial goals through comprehensive planning. In this role, you’ll analyze clients’ financial situations, create personalized plans, and guide them through implementation. If you have expertise in retirement planning, investment strategy, tax optimization, and risk management, we’d love to hear from you.

Key Responsibilities

Understand clients' financial goals, risk tolerance, and current position

Develop financial plans covering investments, retirement, estate planning, and insurance

Recommend products and strategies based on clients’ needs

Assist with budgeting, debt management, and planning for life events (e.g., home buying, retirement)

Review and adjust plans as clients’ situations or market conditions change

Provide advice on investment options, tax-saving strategies, and asset protection

Stay updated on financial trends, market changes, and tax laws

Build long‑term relationships, offering continuous support

Qualifications

Bachelor’s degree in Finance, Economics, Accounting, or related field (CFP preferred)

4+ years of financial planning experience

Knowledge of retirement planning, investment management, and tax optimization

Strong communication and relationship‑building skills

Ability to analyze financial data and provide actionable recommendations

Proficient in financial planning software and Microsoft Office

Competitive hourly pay: $50 - $85

Flexible work schedule and remote work options

Health, dental, and vision insurance

Paid time off and sick leave

Professional development opportunities and certification support

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