Certified Financial Planner

Job Description

Job Description

Elm3 Financial Group seeks an experienced, collaborative, and dedicated Certified Financial Planner® to join our growing team. Elm3 Financial Group is an investment advisory and fee-only financial planning firm dedicated to providing our clients with personalized services that support them in realizing their goals and dreams. As a CFP® with Elm3 Financial Group, you will be responsible for managing a portfolio of financial planning clients with diverse goals and needs while also collaborating with the Chief Investment Officer and other members of the firm to ensure the best continuity of care for our clients.

Who You Are

• You are passionate about client-centered financial planning, in which you work to understand our clients’ needs, goals, and values and accordingly tailor plans to each specific client.
• You are a highly collaborative person and are capable of effectively communicating with a team of investment, tax, bookkeeping, and other financial services professionals both within and outside of Elm3 Financial Group.
• You are proactive and take initiative to support your fellow co-workers as well as problem solve, with the goal of providing the best possible service to our clients.
• Your work reflects a commitment to excellence and timeliness as well as an ability to creatively develop solutions and consider options for our financial planning clients.
• You are eager to grow and learn as a financial planner and actively seek out ongoing educational opportunities.
• You are experienced in providing retirement, Social Security, investment, tax (both personal and business), insurance, education, and estate planning services.

Job Duties

• Completing initial, comprehensive financial plans for new clients.
• Providing quarterly email updates to all ongoing financial planning clients.
• Meeting at least annually with all financial planning clients to review and update their plan.
• Completing Net Worth and Income and Expense sheets, analyzing Monte Carlo simulations, analyzing investment portfolios and stock options, preparing tax plans and analysis, analyzing Social Security claiming strategies, analyzing and providing recommendations around insurance coverage and estate plans, preparing educational financing plans, developing spending and debt mitigation plans, and more.
• Collaborating with the Chief Investment Officer, especially around financial planning clients who also invest their funds with Elm3 Financial Group.
• Training and supervising an Associate Financial Planner.

Qualifications

• 3+ Years of Experience as a Certified Financial Planner®
• Series 65 (Optional but Preferred)
• Experience with providing investment advisory services.
• Proficiency with RightCapital, ProSeries, and Microsoft 365 applications (Optional but Preferred)

Benefits

• Competitive salary
• 401(k) + match
• Medical, vision, and eye insurance
• Continuing education opportunities