Senior Financial Planning Consultant
7 days ago
About Our Team
Educators Financial Group is committed to fostering an inclusive workforce that reflects the diversity of our clients and communities.
Job Summary
This salaried role offers a unique opportunity for a seasoned Certified Financial Planner to join our team and contribute to our mission of helping clients achieve their financial goals.
Responsibilities
- Develop and deliver tailored financial plans to clients
- Buid strong relationships with clients and partners
- Grow our client base through targeted marketing and networking efforts
Requirements
- Current CFP designation holder
- 7-10 years of financial services experience
- Proven track record of delivering financial plans and growing client relationships
- Strong communication and interpersonal skills
Benefits
- Competitive salary
- Comprehensive benefits package including health benefits, pension plan, and more
- Opportunities for professional growth and development
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