Seeking Financial Planner
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.