Certified Financial Planner, Cfp

CERTIFIED FINANCIAL PLANNER,CFP®

SUMMARY:

At Financial Finesse, the pioneering and leading provider of unbiased workplace financial wellness programs in the country, we are passionate about our business mission to empower people to achieve financial independence, and we utilize thoughtful and innovative strategies to implement and expand our impact. We are looking for highly talented and experienced CERTIFIED FINANCIAL PLANNER™ professionals to add to our growing team.

Our Financial Planners are our greatest asset, working collaboratively to design and deliver personalized financial education programs. With the ability to cover any financial topic, from serious debt issues to advanced estate planning, the programs are delivered through a wide variety of mediums, such as in-person, online, over the phone, and in group settings. Free of the pressure to sell any products or services whatsoever, our planners are focused on providing people with completely unbiased information and guidance so individuals are able to make independent and informed decisions about their financial life and sustain important behavioral change.

The Financial Planner career path provides a unique opportunity for passionate CFP® professionals who seek to make an impactful difference with an expansive reach. The right candidate s will be excited about taking ownership of their role in the company, leveraging their strong professional knowledge and expertise to guide and empower individuals. Beyond core responsibilities, each Planner also contributes to the business in a unique way that aligns with their passions and strengths and the business needs.

These opportunities exist in areas such as innovation, content contribution, speaking engagements, analytics, and consulting. Also, as members of our Think Tank team, our Planners are highly intelligent and intuitive thought leaders, contributing to the educational content and research reports designed and delivered by Financial Finesse.

Certified Financial Planners are intimately involved in all the following capacities:

• Financial education and guidance – facilitate workshops, webcasts, 1 on 1’s, and phone-based financial coaching using a proprietary methodology designed to help individuals change their financial habits and behaviors
• Product development and innovation – develop new products, services, curriculum, and continually innovate existing products and services
• Research and content contribution – analyze data and experiences to write articles and develop research on trends in personal finance, which are published by financial planning and HR publications and utilized by a large range of professionals and individuals
• Strategic contributions and leadership – leverage personal passions and talents to lead or contribute to emerging areas of the business as we continuously broaden our business model

• CFP® certification - MUST be current and active; other designations are a bonus
• 10 years minimum industry experience (this is a firm minimum requirement)
• Thorough knowledge of all aspects of financial planning
• Consultative approach – active listening and assessment of needs, compassion and understanding, ability to change approach based on individual needs, and communicate in terms people can relate to and understand
• Ability to gather research and compile data and information in a clear and usable format
• Excellent public speaking skills, with experience facilitating financial workshops a plus
• Effective communication skills, verbally and in writing
• Initiative, dedication, and desire to thrive in a fast-changing entrepreneurial environment, with flexibility to meet the needs of the business
• Willing to forgo existing clients and planning practice, in order to ensure 100% unbiased perspectives
• Ability to travel (up to 50%) to deliver workshops and onsite financial planning sessions

We’re an employee-owned company and a relatively small team of individuals inspired by what we get to do to every day, and we utilize thoughtful and innovative strategies to implement and expand our impact. Our…