Independent fee only financial planning firm looking to add another planner to work with new clients and existing clients as needed. Firm operates primarily from Vero Beach to Palm Beach, Florida. Planner needs to be a CFP and can work independently. Planner should have good listening skills, strong client skills, and be able to analyze and recommend on all topics of financial planning. Pay will be a percentage of client billings. Planner must recognize that income will build up gradually and there is no guaranteed pay or benefits. No insurance sales or sales of investment products. The firm purely offers financial advice on an hourly, fixed fee, or retainer basis. Must be a self starter. Will receive training from owner but will be counted on to operate independently while under supervision of owner.
Firm has been in business for 19 years and looking for another planner to take on new clients and potentially to take over firm in the next five years.
Good communication skills.
Good analysis skills.
Strong writing skills.
Additional Salary Information: No salary provided. Pay will be a percentage of billings from planner's billings.