Blue Jay Financial Group · 4 hours ago
Certified Financial Planner
Defiance, OH
Full-time
Onsite
Senior Level
5+ years expBlue Jay Financial Group is a fee-only independent financial advisory firm dedicated to serving clients with a fiduciary standard. They are seeking a Certified Financial Planner who will develop and manage comprehensive financial plans, build genuine relationships with clients, and provide strategic guidance during market fluctuations.
AdviceFinancial ServicesWealth Management
Hiring Manager
Jason Bernal
Responsibilities
Comprehensive Planning: Developing and managing financial plans and providing tax planning strategies
Relationship Building: Meeting with clients regularly to become a genuine part of their lives and treating them like family
Strategic Guidance: Acting as a voice of reason to ground clients during moments of market panic
Investment Involvement: Being directly involved in investment decisions
Qualification
Required
5 or more years of experience in the industry
Bachelor's degree
Tax experience is required
You must be tired of being pushed to sell products and want to build long-term relationships instead
Preferred
CFP® designation is preferred
Company
Blue Jay Financial Group
Blue Jay Financial Group offers financial planning and investment advisory services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Jason Bernal
Financial Advisor, Founder
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