Financial Planner

We are wondering if there is a perfect Financial Planner out there for us!

As a financial planner for ColeFP, you will:

Prepare and update financial plans and when appropriate deliver plan presentations.

Collaborate with planning team to provide superior service to ongoing clients.

Provide detailed follow up to clients and team members.

Participate and engage in a variety of educational and engagement opportunities.

Assist the wealth management team in portfolio management, meeting preparation and implementation.

We are considering either part time or full time for the right person.  CFP®  designation preferred,  or degree in financial planning with a willingness to earn the designation. 

ColeFP is a fee only, planning centric investment advisory firm.  We offer both time based projects and ongoing wealth management to our clients depending on their needs and preferences.  

ColeFP offers a competitive salary, incentive compensation, 401(k) match, regular profit sharing, generous vacation, flexible hours and the possibility of future firm ownership opportunities.

Find out more and submit your resume at https://www.colefp.com/careers.

ColeFP is an Equal Opportunity Employer.