Do you have superior client service skills and a great work ethic that you want to contribute to an established and continually growing financial advisory business? Fiduciary Financial Partners is looking for strong, detail orientated people with high follow-through to join our team. Our formula for success is to put our clients first. If you're looking for the tools, resources and freedom to build a great future, take a look at our newest available position for a Financial Planning Associate.
Responsibilities
Perform a wide range of planning, education, research and analysis duties for both existing and prospective investment and financial planning clients. The associate must have the ability to utilize critical thinking skills, work independently, anticipate firm needs and client questions, and prepare and participate in client meetings.
Alignment with all of the firm's core values is a must. Those values are:
Growth Mindset
- Committed to lifelong learning
- Challenges are opportunities
- Open to feedback
Can-Do
- Being positive
- Finding solutions – complete or partial
- Team player
No BS
- Full disclosure
- Delivering results, not excuses
- Responsible, accountable
Serve 1st
- Clients’ interests 1st
- Focused on meeting needs
- Give back to the community
Minimum Requirements
- 1-3 years of experience in financial services
- CFP® designation a plus or currently pursuing
- Dedication to the profession and desire to learn and grow
- Intermediate experience in Office; Emoney Advisor, CRM/Redtail, and Morningstar a plus
- Tech-savvy
Compensation/Benefits:
- Salaried
- Retirement plan
- Health insurance benefits
- Short-term and long-term disability insurance
- Group life insurance
- Paid vacation and holidays
To apply: Please email your resume to info@fiduciaryfp.com by copying the contents of your resume into the body of the of the email. Please include a list of software programs you have used. Attachments to emails and phone calls are NOT accepted.