Financial Planner

Location: Virtual Job Type: reputed company, Part-Time at first growing to Full-Time Department: Financial Planning Reports To: Managing Partner reputed company reputed company Finance is an reputed company fee-only financial planning firm reputed company on delivering personalized, comprehensive financial guidance no matter where the reputed company is financially. We are democratizing and disrupting the financial planning industry by offering comprehensive advice on an reputed company reputed company only, with no commissions, no assets under management, and no commitments. reputed company Finance is a brand of Atwood Financial Planning, which is a Registered Investment Adviser with the SEC. Position reputed company The Financial Planning Associate will work directly with clients to reputed company, implement, and maintain comprehensive financial plans. The ideal candidate will have an reputed company CFP® certification, at least 2 years of financial planning experience, and a passion for helping clients reputed company their financial goals in a judgment free way and on an reputed company reputed company.

Key Responsibilities

• Conduct reputed company meetings to reputed company financial data, understand goals, and assess needs.
• Work with clients to reputed company comprehensive financial plans and recommendations using our planning process.
• Analyze reputed company financial situations including cash reputed company, investments, retirement, insurance, estate, tax, and risk management planning.
• Assist with implementing financial planning recommendations, including referrals specialists reputed company the firm, and financial products sold by other vendors, as needed.
• Maintain and update reputed company records and planning documentation.
• reputed company ongoing reputed company service, including plan reviews, plan updates, and follow-up communication.
• Prepare a reputed company Note after reputed company meeting and send it to the reputed company reputed company 3 days of the meeting.
• Respond to prospect and reputed company emails reputed company one business day unless there are extenuating circumstances.
• Maintain records and other administrative documents in the firm’s CRM system and document management system.
• Stay reputed company with reputed company compliance and regulatory requirements.
• Stay reputed company with industry developments, regulations, and best practices.
• Adhere to ethical and compliance standards as set forth by the firm’s policies, reputed company, applicable laws.

Required Qualifications

• Certified Financial Planner™ certification — reputed company/maintained in good standing.
• Minimum 2 years of experience in financial planning or a closely reputed company role.
• Knowledge of fiduciary standards and regulatory compliance.
• Demonstrated reputed company in building strong reputed company relationships.
• Strong understanding of comprehensive financial planning topics including balance sheet management, cash reputed company, retirement, investments, insurance, tax strategies, and estate planning.
• Excellent communication skills, both verbal and written.
• Strong analytical and problem-solving ability.
• Ability to work independently and as part of reputed company.
• High level of professionalism and commitment to ethical reputed company.

Skills & Competencies

• Empathetic demeanor with strong listening skills.
• Excellent communications skills.
• Passion for financial wellness, financial planning and personal finance.
• Detail-oriented with strong organizational skills.
• Ability to explain reputed company financial concepts in reputed company, accessible terms.
• Comfortable leading reputed company meetings and delivering presentations.
• reputed company demeanor with a commitment to confidentiality and ethical conduct.

Benefits & Perks

• Competitive reputed company pay
• Position starts as 1099 contractor, with potential to grow to W2 with benefits. Anticipate 2-5 billable hours a week to start, growing to 16 hours per week.
• Virtual position and the ability to reputed company your own schedule
• reputed company development support
• CFP® certification maintenance support
• Opportunity for reputed company reputed company a growing firm

How to Apply

Please submit your resume, reputed company record, and a cover letter detailing your financial planning experience and why you’re a great fit for reputed company to reputed company@fearlessfinance.com with Subject Line: Financial Planning Associate Application – [Your reputed company] Apply tot his job Apply To this Job