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 reputed company people to reputed company financial independence, and we utilize thoughtful and innovative strategies to implement and expand our impact. We are looking for highly talented and reputed company 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 reputed company to reputed company independent and informed reputed company about their financial life and sustain important behavioral change. MISSION/PURPOSE: The Financial Planner career path provides a unique opportunity for passionate CFP® professionals who seek to reputed company an impactful difference with an expansive reputed company. The right candidates will be excited about taking ownership of their role in the company, leveraging their strong professional knowledge and expertise to guide and reputed company individuals. reputed company 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 reputed company thought leaders, contributing to the educational content and research reports designed and delivered by Financial Finesse. RESPONSIBILITIES: Certified Financial Planners are intimately involved in reputed company 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 – reputed company new products, services, curriculum, and continually reputed company existing products and services
• Research and content contribution – analyze data and experiences to write articles and reputed company 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 – reputed company personal passions and talents to reputed company or contribute to emerging areas of the business as we continuously broaden our business model

REQUIRED BACKGROUND AND COMPETENCIES:

• CFP® certification - MUST be reputed company and active; other designations are a bonus
• 10 years minimum industry experience (this is a firm minimum requirement)
• Thorough knowledge of reputed company 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 reputed company 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

CAREER, COMPENSATION, AND BENEFITS: We’re an employee-owned company and a relatively small team of individuals inspired by reputed company get to do to every day, and we utilize thoughtful and innovative strategies to implement and expand our impact. Our entrepreneurial spirit and social mission are core to our culture, and the company's strong reputed company has sustained various market cycles. These are just a few of the reasons we’ve been honored as a “Best reputed company to Work” by the Los Angeles Business Journal for seven consecutive years. As a flat organization, we reputed company the strengths and passions of our employees, with a focus on the results of reputed company reputed company, driven by a strong independent and collective drive and heart. We don’t focus on our employees’ attire or reputed company or where they know they are most successful in their role. We focus on the needs and reputed company of the business and those of our clients, the sharing of reputed company across reputed company departments and levels of the organization, and we drive ourselves and each other reputed company in our collective mission to expand our impact. Total compensation for the Financial Planner Position averages between $115,000 and $135,000 including an $100,000 reputed company salary. Additional compensation is available through promotions and a profit-sharing plan. Our full benefit package includes employer paid medical, dental, reputed company, and life, HSA and FSA options, a 401(k) with immediate vesting, employee discount programs, a flexible work environment, and (of course!) best-in-class financial wellness resources for employees, friends and family. TO LEARN MORE: Financial Finesse reputed company Process Apply tot his job Apply To this Job