Wedmont Private Capital · 1 month ago
CFP, Senior Financial Planner
United States
Full-time
Remote
Senior Level
$140K/yr - $165K/yr
5+ years expWedmont Private Capital is one of the fastest growing RIAs in the industry, changing the way successful families receive financial advice. They are seeking a Senior Financial Planner to act as a trusted advisor, helping clients with their investments and financial planning needs.
Financial ServicesRetirementRisk ManagementWealth Management
Responsibilities
Analyze clients’ financial situations (e.g. balance sheets, income, and expenses)
Examine and identify financial planning opportunities (e.g. investments, tax, T&E, risk management, etc.)
Develop sound financial plans for clients
Customize financial plans according to clients’ changing needs
Help clients implement their plans and execute transactions
Assist in sales presentations to prospective clients
Build strong relationships to retain existing clients
Maintain updated knowledge of regulations, best practices, and financial products
Qualification
Required
CFP REQUIRED - APPLICANTS WITHOUT A CFP WILL BE AUTOMATICALLY REJECTED
MINIMUM FIVE YEARS OF LEAD ADVISOR EXPERIENCE, PREFERENCE FOR MORE TENURED PROFESSIONAL
EXCELLENT COMMUNICATION SKILLS - BOTH WRITTEN AND VERBAL
EXCEPTIONAL INVESTMENT ACUMEN AND KNOWLEDGE OF BROAD RANGE OF PLANNING TOPICS
ABILITY TO ANALYZE FINANCIAL INFORMATION AND COMPLY WITH REGULATIONS
STRONG ETHICS, WITH A CUSTOMER-ORIENTED ATTITUDE
ABILITY TO FOSTER LONG-TERM CLIENT RELATIONSHIPS
Preferred
PREFERENCE FOR CANDIDATES WITH ADDITIONAL CREDENTIALS/DEGREES (I.E., CFA, CPA, JD/LLM, ETC.)
EXPERIENCE WITH CHARLES SCHWAB, ORION, SALESFORCE, AND RIGHT CAPITAL IS A PLUS
Benefits
Highly competitive salary
Bonus
Benefit plan
Company
Wedmont Private Capital
Wedmont Private Capital is a private wealth management firm that offers financial advisory services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Dominic Corabi
Co-Founder
James P.
Co-Founder
Company data provided by crunchbase