The Financial Planner will proactively guide clients in a fiduciary capacity through the areas of financial planning: retirement income, college funding, tax strategy, insurance, investments, charity, estate planning and more. This position’s daily responsibilities include contributing towards the team’s goals through client meetings, creating financial plans, portfolio management and security trading, investment and economic research, working with other members of the team to maintain and update client data as well as acting as a liaison with other professionals on behalf of clients. This person will also work alongside senior leadership to help guide the direction of the company. Like most small companies, you will wear many different hats to show off your individual skills and attributes. We are looking for successful people who want to contribute to something bigger and be rewarded for their contribution.
The Financial Planner will network within the community to develop more awareness of our company and services, maintain and build upon existing client relationships and market themselves to bring on new clients through active and passive marketing along with third party professional referral sources. The candidate is expected to continuously learn and invest into their own personal growth and knowledge base as well as have excellent communication, interpersonal and analytical skills. Come join our growing company and feel what it is like to love your career!
Candidates must have earned the CFP® designation and have the Series 65 license.
About Nikulski Financial, Inc
Nikulski Financial, Inc. is a fee only Registered Investment Advisory (RIA) firm that emphasizes comprehensive financial planning. Being an RIA means that we have a fiduciary duty to keep our clients’ best interests at the forefront of all decisions. We believe this is accomplished through the values-based relationships we build with our clients. The level of personalized service we provide is the engine that drives us to achieve excellence in our industry.