Certified Financial Planner (CFP)

 

Jeffrey W. Stoeber Financial Services is currently seeking a highly motivated Certified Financial Planner with NASD Series 7 license, CFP designation and State Life, Health and Variable Annuities licenses.

 

Position will assist in development and delivery of comprehensive fee based financial planning service to clients, and coach, educate and train in-house business consultants on the value and benefit of the planning process for their clients for referral on fee based plans.

 

Successful candidates will be independent thinkers driven by an entrepreneurial spirit and commitment to personal achievement who can demonstrate a winning track record and who have the desire to focus on building and managing advisor-client relationships.

 

EDUCATION, TECHNICAL SKILLS, EXPERIENCE:

 

• CFP designation and NASD Series 7 license, Life, Health and Variable Annuities Licenses.
• Financial planning experience. Experience in Retirement Planning, Pension Funding, or Tax Law a plus.
• Experience in retirement, investment, insurance and estate planning.
• Excellent verbal/written communication and presentation skills.
• Excellent hands-on experience managing all aspects of a project launch from start to finish, including staff management, vendor/client relationships, budget and time line accountability.
• Excellent PC environment and related software skills (MS Office).

 

If you are ready to launch your career with a firm committed to world-class performance, then send your resume for consideration.

 

 

Contact: Human Resource Department

E-mail: HumanResources@JWSfin.com