Note: The job is a remote job and is open to candidates in USA. Confidence Wealth Management is an independent fiduciary firm integrating investment, tax, and estate planning. The Experienced Financial Planner owns client relationships, develops and leads comprehensive financial planning, makes recommendations, and helps grow client assets.
Responsibilities
- Serve as the primary relationship owner for your client households
- Set the planning strategy and make recommendations for each household
- Lead planning and review meetings
- Build, update, and present comprehensive financial plans in eMoney
- Own investment strategy and allocations for your households
- Help prospects and clients bring additional assets to the firm
- Delegate, review, and sign off on the planning and service work the team prepares for your households
- Document recommendations and next steps in Salesforce
- Act as a fiduciary in every recommendation
Skills
- CFP® certification required
- Active Series 65 license required
- Five or more years delivering comprehensive financial plans to affluent, pre retiree or retiree households
- A track record of growing client assets through planning
- Excellent written and verbal communication with clients and teammates
- Comfort working in a fully virtual firm
- Authorized to work in the United States
- The ability to own client relationships and be the person clients look to for advice
- Comprehensive planning skill that integrates investment, tax, and estate planning into one coordinated strategy
- The judgment to set planning strategy and make recommendations as an experienced fiduciary
- The presence to lead planning and review meetings that end with clear recommendations and next steps
- A track record of bringing additional client assets to a firm through the planning relationship
- The experience to review and sign off on team work so what reaches the client is right
- EMoney
- Salesforce
- Schwab (Custodian Experience)
- Life and annuity insurance license preferred
Benefits
- 15 days of paid time off
- Paid holidays
- Medical, dental, and vision: the company pays 75% of employee coverage
- Company paid life insurance
- 401(k)
- Bonus
- Long-term incentive plans tied to individual and firm performance
Company Overview