Means Wealth Management is seeking to add an experienced Certified Financial Planner (CFP) to our team. This role works closely with our senior Financial Advisors to help clients develop financial plans and implement investment strategies. We are looking for an individual with an in-depth knowledge of tax and investment strategies and a strong desire to work directly with clients. Our financial planning process includes a detailed review of the client’s assets, liabilities, cash flows, insurance coverages, tax information and financial objectives, and the ideal candidate will have a developed skillset that will allow for a thorough analysis in each of these areas.
This role is based out of our Bangor, Maine office.
Demonstrated ability to effectively communicate with both internal and external clients, both in oral and written communication
Exceptional time management and organizational skills
Meticulous attention to detail
Ability to work constructively and collaboratively in a team environment
Thorough understanding of the development of customized financial plans
Experience using financial planning software (knowledge of MoneyGuide Pro preferred)
High-level proficiency in Microsoft Office applications (Word, Excel, PowerPoint)
Education and Experience:
3-5 years of experience in the financial services industry and in a client-facing role
Bachelor’s required, preferably in finance, accounting, economics or related field
Series 65 preferred (will be required for the position, but may be obtained upon hire)
About Means Wealth Management
At Means Wealth Management, advisors and clients develop enduring long-term relationships rooted in trust, transparency, and friendship. Serving a select group of individuals, businesses, and institutions, we pride ourselves on an unprecedented degree of personalized service and results-driven strategies. Our mission is to exceed our clients’ expectations by offering them a financial partnership, patient guidance, and genuine care. We have collaborated with families for generations to build lifelong relationships founded on trust, respect, and integrity. Founded in 1935 by David G. Means, Means is the oldest wealth management and institutional consulting firm in Central and Northern Maine. Means Wealth has four locations, two in Maine and two in South Carolina.