CERTIFIED FINANCIAL PLANNER (TM) is seeking a Financial Planning Support/admin for 30 hours a week with the potential to grow into a full-time position. This is not a virtual position. The candidate will initially support the advisor in servicing existing and prospective clients. The position has the potential for growth in terms of hours and increased responsibilities to become a pivotal member of the team. The ideal candidate will possess solid financial planning skills.
This is a great opportunity for a CFP candidate who is looking to be mentored by an established CFP (r) professional who has over 20 years experience.
You will learn what it takes to run and grow a financial planning practice.
Grow your career in accordance to your strength and skills
Strong Communication skills- must be able to comfortably write for multiple platforms like email, reports and business letters to clients
Ability to learn quickly and complete tasks well on short deadlines and with minimum supervision
Proficient in technology products such as GMAIL, Google Analytics, ZOOM , Excel, Powerpoint and Word
Interest in financial services/personal finance
Good problem- solving skills and attention to detail is a must
Personable, responsive, engaging, and a client first attitude
Must be comfortable speaking with clients in person and over the phone
Ideal candidate will have their CFP(r) or be enrolled in the CFP(r) program
Additional Salary Information: Compensation commensurate with skills and experience
10 days paid vacation and paid holidays
Incentive bonus after 90 days probation
About Centaurus Financial Inc
Vickie Intriago is a CFP® who has over over 20 years experience and who has her solo practice in Torrance, CA.
She is an independent financial advisor who does general financial planning with a focus on retirees .