Seeking Financial Planner

2/10/2021
www.cornerstoneplanning.com
Mackenzie Arsenault
38 Union Wharf Portland, ME 04101 Phone: 2077728133 Fax: www.cornerstoneplanning.com
mackenzie@cornerstoneplanning.com
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Cornerstone Financial Planning seeks a full-time CERTIFIED FINANCIAL PLANNER Practitioner for our fee-only financial planning and investment advisory firm in Newington, NH.

This position provides an opportunity to work within a firm that does not make sales calls, but instead focuses on personal client relationships.

Responsibilities include, but are not limited to:

Work with firm Principals and Planners to analyze, research, and implement financial solutions with clients;

Act as lead planner for a segment of the Newington office clients;

Continuously oversee clients' financial situations with detail and accuracy;

Prepare and participate in client meetings - approximately 2-3 meetings per client per year;

Research various financial topics as it applies to client situations.

Benefits:

Competitive compensation commensurate with experience; 4% 401(k) match, generous PTO, and holidays, life insurance, disability insurance, company paid health insurance, HSA, monthly coffee stipend, well-being benefit, company paid continuing education;

Parking included;

Mentorship and learning opportunities;

Great working environment.

Please email cover letter and resume to mackenzie@cornerstoneplanning.com

Required Qualifications:

CFP® certification or certification in process;

Excited about the financial planning industry and desires a long-term career path;

High ethical standards/strict adherence to confidentiality;

Embraces our culture of compliance;

Strong verbal and written communication skills;

Strong interpersonal skills;

Ability to identify, meet, and follow through with client's needs and requirements;

Interact effectively with office staff; is collaborative, and a goal-oriented team player;

Strong attention to detail;

Critical thinking skills and active listening;

Demonstrate excellence in organizational and time management skills;

Ability to take initiative, no matter how big or small the task;

Strong work ethic and energized by our company’s mission.