We are looking for a Certified Financial Planner to learn our process and develop their business to help our members (clients) manage their finances. We are a fee-only fiduciary with a focus on retirement planning. You will be your clients’ trusted advisor in areas including investments, cash flow, estate planning, tax planning, insurance planning Social Security, and Medicare. A financial planner should be an effective communicator with experience in financial planning and business development. Our firm is extremely service minded and comprehensive training will be a part of your development within our firm. Salary grows as your business grows.
Analyze clients’ financial statuses (e.g. income, expenses and liabilities)
Examine and suggest financial opportunities (e.g. insurance plans, investments)
Develop sound plans and budgets for clients
Customize financial plans according to clients’ changing needs
Help clients implement their plans and carry out transactions
Find and approach prospective clients
Build strong relationships to retain existing clients
Maintain updated knowledge of regulations, practices and financial products
A strong desire to help people
Proven experience as financial planner or similar role; experience in sales or customer service is an asset
Ability to analyze financial information and comply with regulations
Attention to detail and strong math skills
Strong ethics, with a customer-oriented attitude
Outstanding communication skills, with the ability to foster long-term relationships
Comfort working in a team environment
A current licensed CFP® or expected within a few months.
3-years experience in Financial Services
CFP® designation (or expected completion within 3 months
Bachelor’s degree or higher
Additional Salary Information: Possibility of bonus
About Zynergy Retirement Planning
Zynergy is a fee-only firm whose advisors act as fiduciaries to provide a great experience in always putting our Members first/. Our focus is on retirement planning as we help individuals achieve, maintain, and enjoy financial freedom.