Certified Financial Planner

Certified Financial Planner

Come join one of the most innovative wealth management teams in the industry. Ogorek Wealth Management LLC, a Registered Investment Advisor based in western New York, is looking for a Certified Financial Planner to join our team.

Why Ogorek

We're different – No conflicts of interest from product sales! Ogorek Wealth Management, established in 1987, offers financial planning and investment management services on a fee-only basis to clients who have a minimum of $500,000 of investable assets. We are dedicated to easing our clients’ financial burdens, and keeping them on track to achieve their financial and life goals. Learn more about us at ogorek.com.

Primary Responsibilities

• Conduct ongoing review meetings while serving as the client facing advisor

• Exhibit excellent written and verbal skills when communicating with clients and related professionals

• Understand and communicate the firm’s investment philosophy and portfolio models to clients

• Review and implement financial plans with the assistance of a financial advisor associate

• Coordinate tax and estate planning with CPA’s and attorneys

Key Requirements

• Have 5+ years’ experience as a financial planner or wealth advisor

• Hold the Certified Financial Planner designation

• Able to demonstrate a passion for the financial planning process.

• Possess a clean compliance record in prior position(s)

• Have a strong knowledge of, and the ability to present, tax, investment and personal financial concepts to clients

• A team player with good interpersonal skills who can work collaboratively with our growing team

We offer a competitive salary and benefits package, including health insurance, long term disability insurance and 401(k) plan.

We use the Topgrading methodology for collecting information from our applicants. For those interested in applying for the position, please proceed by logging in to Ogorek.com and complete a Career History form. Although this can take up to 45 minutes to complete based on your work history, it allows us to quickly identify outstanding candidates.

Job Type: Full-time