The primary role of our Certified Financial PlannerTM professional is to coordinate and analyze data to develop, implement, and monitor comprehensive financial plans. The CFP® professional will work closely with other team members and clients both in researching additional information and communicating recommendations and observations. He or she will demonstrate an awareness of firm-wide opportunities to serve our clients.
He or she will support advisors in client meetings. After building relationships, he or she will transition into the primary advisor role for some clients.
Required Skills and Qualifications:
3+ years of experience in financial planning
Sharp analytical and technical skills with a high attention to detail
Ability to do thorough analysis
High client-service orientation
Excellent written and verbal communication skills
Excellent time management and organizational skills
Ability to remain organized and handle multiple tasks in an active environment
Ability to quickly learn software programs
Skilled in Microsoft® Office suite
Self-motivated, team-oriented, passionate learner with a reputation for excellence, integrity, responsibility, and caring
Retirement Strategies is a fee-only wealth management firm located in Jacksonville, Florida since 1994. Our mission is to help clients make smart choices about their money so they can live their values and achieve their vision.