Job Listing: Certified Financial Planner in Little Chute, WI

Market
Job
Member Level
Lite
Last Activity
2 weeks
Details
Location
Little Chute, WI, US
Job Type
Full-Time
Compensation
$40,000.00 - $80,000.00 per year
Expires
N/A
Description

Professional Financial Management, Inc. (a fast growing, Fee-Only financial planning firm), is looking for a CFP® certified advisor to join their team. The right candidate must be an advocate of the fiduciary standard with a strong emphasis on teamwork.

Primary responsibilities include preparing financial plans and managing client relationships. The firm has a steady stream of new business and is looking for the right person to grow with the team. The right candidate will benefit from a firm with well established methods, policies and procedures. This position will also serve as a voting member of the firm’s investment committee that makes firm-wide investment allocation decisions. The firm adheres to a prudent and disciplined investment process.

Proficiency with EXCEL is a MUST, while other Microsoft suite applications are an advantage.

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