Associate Financial Planner

Salem, VA – Associate Financial Planner

About Us

Having a reputation for excellence, the founders of this fee-only financial planning firm had a history of servicing clients with their personalized approach long before they became Partners In Financial Planning, LLC in 2009. Serving southwest Virginia and surrounding areas, we are passionate about what we do and the services we provide. Specializing in wealth management services for physicians and other professionals, PIFP provides high touch services designed to exceed the client’s expectations. We specialize in investment planning and tax planning as well as comprehensive financial life planning. By customizing our services for each client thru coordinating specific financial resources with goals, risk tolerance and lifestyle; our clients enjoy the peace of mind that comes from delegating their financial details and big-picture outlook to qualified, compassionate advisors. As a result, we have a business built on significant client referrals.

We feel our employees are as important as our clients are which is why we provide a supportive team environment. We are committed to the delivery of superior quality and service based on a foundation of honesty, integrity and ethical treatment. We value our employees and take pride in recognizing their outstanding talents and efforts.

About You

We are looking to expand our team with a planner who desires to help clients in a meaningful way and contribute to our firm’s growth and success. You will play a key role in working directly with other team members, clients, and custodians to provide superior service and support. Prepare for and attend client meetings, manage follow-up action items, prepare financial plans, and maintain portfolios. Develop prospect relationships and contribute to the firm’s strategic planning initiatives. Exceptional attention to detail, time management, and organizational skills. Strong interpersonal and problem solving skills.

A complete job description is available once we connect and determine it is a mutual fit.

Qualifications

B.A. or B.S. degree, with a focus on Financial Planning, Accounting, Finance, Economics, Business or other similar accredited program. Study toward – or achievement of - CFP® certification preferred. Passing of the CFP® exam required. CFA and CPA helpful, but not required. Excellent knowledge of financial planning industry regulations. Proficiency in Microsoft Office and MoneyGuidePro. Familiarity with CRM systems a plus. Strong verbal and written communication skills. Ability to work independently, efficiently and accurately. Must pass a credit check and criminal background check.

The Perks

Competitive salary with performance based pay program available. Comprehensive benefits package including retirement plan with company match. Career Track available with ability to share in profits. Educational reimbursement (continued education, conference attendance, training budget, etc.) Paid professional dues. Mentorship and learning opportunities. Professional working environment with growth opportunities.

Interested?

If you are passionate about superior client service and have an interest in being a part of our growing firm, please email your resume with cover letter and salary requirements to rich@partnersinfinancialplanning.com or mail to: Rich Bryan, Partners In Financial Planning, 421 S. College Avenue, Salem, VA 24153.

Partners in Financial Planning, LLC reserves the right to modify, interpret, or apply this job description in any way the Company desires. This job description in no way implies that these are the only duties, including essential duties, performed by the Employee occupying this position. This job description is not an employment contract, implied or otherwise. The employment relationship remains “at-will.”