Full Time Financial Planner CFP

Employer: Briggs Wealth Management, Inc.

Position: Full-Time Financial Planner

Location: Glastonbury, CT

Pay: Commensurate with work experience

Contact: Send your cover letter and resume to mark@briggswealthmgmt.com.

Employer Information

Briggs Wealth Management is a fee-only wealth management firm that was established in 1999. Our firm is comprised of 4 employees (2 full-time and 2 part-time) that provide comprehensive financial planning and investment management services to our clients. We also prepare tax returns for many of our clients.

The Position

Our firm is looking for a highly motivated, professional, intelligent, mature and dedicated individual to join our financial planning team as a financial planning. You will assist our firm in providing comprehensive and integrated financial planning for our clients. Some duties are listed below:

• Prepare financial plans

• Initiate, monitor and follow up on various financial planning processes

• Work directly with clients

• Collaborate with other professionals (legal, accounting, insurance)

• Execute trades, fund transfers, wires for clients

• Assist in preparation of clients’ tax returns

• Assist in quarter end reporting to our clients

Requirements

• Minimum of 3 year of previous financial planning experience

• CFP or CFP candidate

• Critical thinking skills

• Excellent communication skills

• Strong aptitude to learn new technology and software programs

• Exceptional organizational and follow through skills

• Analytical; strong attention to detail

• A good sense of humor (high priority)

• Desire to work in a small office