We are looking for a CFP with at least 3-5 years of experience, to join our team, make an immediate impact playing the necessary and well-defined role of Financial Planner, and enter our professional development program.
For a talented candidate who aspires to grow into a management role within the firm, opportunities will abound for training, mentorship, and advancement within our supportive, collegial, and high-performing culture.
In short, our Financial Planner position is designed to provide an immersive experience in the operations of a thriving and professional comprehensive financial planning firm while playing a pivotal role at the center of our firm’s client service activity.
The essence of our Financial Planner role is:
To ensure that our clients receive what we promise to them in a timely and professional manner, by the appropriate members of our team, using our suite of proprietary systems.
The primary responsibilities of our Financial Planner are:
Recording and stewarding the information that is generated via client meetings and other interactions, such as phone conversations and emails
Preparing investment review materials
Meeting with financial planners to review, strategize around, and finalize the materials they will use in the upcoming client meetings
Creating work orders in our task management system
Assist in trading responsibilities
Owning and executing most types of client service tasks
Facilitating various account opening, funding, and maintenance processes
Assisting our financial planners in gathering data and formulating advice for clients in a broad range of areas where they look to us for guidance, such as: tax reduction strategies, estate planning, insurance structure and review, and investment planning
Perhaps equally important to what you will be doing as Financial Planner is what you will not be expected to do:
Sit at a reception desk
Serve as a personal assistant
Make marketing or prospecting calls
All candidates must:
Possess strong organizational skills
Demonstrate diligent attention to detail
Have outstanding verbal and written communication skills
Exhibit a desire for customer service excellence
Have attained at least a bachelor’s degree education
3-5+ years of financial services experience (CFP preferred)
Additional Salary Information: Salary plus bonus structure
About Hoff Bujnoch Financial Planning
Hoff Bujnoch & Associates is quickly becoming one of the most recognized financial planning firms in the Cincinnati area. Our offices are located by Kenwood Mall. We currently serve more than 150 successful individuals and families nationwide and specialize in architecting and implementing comprehensive financial plans for them. Each plan is tailored to the unique values and vision of our clients.