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.