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Posted: Sunday, January 28, 2018 4:14 PM

Job Description:/h3:
We are currently seeking a Certified Financial Planner (CFP) to join our long standing, independent, asset management and financial planning firm.
This position reports to and works closely with company CEO. Must be comfortable in a team structure. Must have CFP certification. Salaried position. PTO and generous benefits. Competitive base salary plus semi:annual bonus structure. Base salary adjusted for migration of advisory AUM in first year should such exist.
Applicants must live in Rochester New York or surrounding communities.
:Conduct financial plans for firm clients and referrals
:Oversees data gathering
:Plan generation and presentation
:Conduct annual planning reviews
:Work closely with firm clients in the application of plan directives in portfolio management
:CFP designate in good standing
:Familiar with current financial planning programs and experienced with same.
:Strong attention to detail
:Strong analysis and critical thinking skills
:High productivity and work ethis


• Location: Rochester

• Post ID: 35570802 rochester is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2018