JCW Group · 1 week ago
Financial Planner
United States
Full-time
Remote
Mid, Senior Level
$125K/yr - $200K/yr
5+ years expJCW Group is a fast-growing, technology-enabled financial planning firm seeking a Certified Financial Planner® (CFP®). The role involves managing client relationships and delivering comprehensive financial advice across various aspects of clients' financial lives.
Human ResourcesRecruitingStaffing Agency
Hiring Manager
Demetria Sullivan
Responsibilities
Onboard and manage ongoing client relationships
Deliver comprehensive financial advice across:
Investment management & asset allocation
Retirement planning
Tax planning
Estate planning
Cash flow, budgeting & debt strategy
Risk management & insurance analysis
Build and update personalized financial roadmaps for each client
Conduct detailed analyses (retirement projections, investment analysis, insurance needs, college funding, etc.)
Lead complimentary consultations with prospective clients
Partner closely with an internal CPA/tax team on complex planning questions and year-round tax strategy and filings
Coordinate with customer success and operations teams to ensure a high-touch client experience
Qualification
Required
Certified Financial Planner® (CFP®)
Enrolled Agent OR CPA required
5+ years of experience delivering comprehensive financial planning
Comfortable owning client relationships and leading planning conversations
Excited by a modern, tech-forward approach to financial advice
Preferred
CPA or Enrolled Agent (EA) designation strongly preferred
Benefits
Competitive medical benefits
Flexible PTO and work schedule
Company
JCW Group
JCW Group is a recruitment company that offers talent solutions to businesses.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jamie Woods
Founder / Chairman
Company data provided by crunchbase