Certified Financial Planner (CFP)

JOIN THE TEAM

We're currently seeking aseeking a Financial Planner - CFP (CPA with concentration in individual taxation and Financial Planning interest also considered) to join our award-winning team. This position is within the wealth management division of the firm.

We value our associates and are committed to providing an inclusive, productive, and collaborative work environment.

We offer competitive salaries, bonus, benefits commensurate with experience.

Some evening & Saturday hours and extra hours during tax season (Feb - Apr).

About the role :

Financial Planner will work closely with the wealth advisors, client facing candidate will prepare and present financial plans with the team and help maintain new and existing client relationships. This individual will also work with other advisors for general support and other members of the team as needed.

Essential Duties / Responsibilities :

• Assist wealth team various client centric tasks
• Participate on the 'Traphagen Research Committee' (after a period of transition)
• Maintain / service existing client relationships
• High net worth client portfolio trading
• Present client portfolio presentations updates and enhancements
• New business development opportunities
• Support the retirement planning team
• Estate planning & tax planning
• CPA credential individual would also prepare individual income taxes / client meetings

Preferred Qualifications / Requirements :

Desired Characteristics :

Sound like you? Apply now and join the team!