Financial Planner

Updated January, 2024

Requirements for the role of Independent Financial Planner:

  • Mature, strong self-starter
  • Client-focused, empathetic
  • Wealth management experience
  • Experience in complex, abstract sales
  • Appropriate professional credentials, CFP strongly preferred
  • College degree required. Accounting or finance degree preferred

We offer:

  • Proven processes to help build your expert network
  • A caring, professional and pleasant team atmosphere
  • Exceptional office space
  • Competitive compensation
  • Partnership potential

Want to talk now?

Chat in-person during regular business hours or fill out the form!