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Certified Financial Planner

Company: Statler Financial Services
Location: Sebring
Posted on: August 5, 2022

Job Description:

Job Description Statler Financial Services is a Registered Investment Advisory firm based in downtown Sebring, FL, that puts a holistic approach to retirement and income planning at the heart of its brand. Our office also prepares income taxes and utilizes that expertise to tailor our clients--- financial goals in order to offer the maximum tax benefits available to them. After more than a decade of serving our clients, we need someone to help us customize our approach to our financial planning process in order to reach the goals that matter most to our clients. We are currently seeking a Certified Financial Planner , preferably with experience in tax preparation , to join our team. You will be working in conjunction with our Financial Advisor in areas including investments, cash flow, and tax preparation. Our Certified Financial Planner should be an effective communicator with experience in financial planning and income plan development. If you are analytical, meticulous, and customer-oriented, we would like to meet you. Please note, we have a friendly dog that comes into our office a few days of the week. Responsibilities Meet with clients face-to-face during tax season to assist with tax preparation Analyze clients--- financial statuses (e.g. income, expenses and liabilities) Develop sound income plans and budgets for clients Customize financial plans according to clients--- changing needs Help clients implement their plans and carry out transactions Build strong relationships to retain existing clients Maintain updated knowledge of regulations, practices and financial products Prioritize daily tasks and issues related to case design and retirement planning Complete internal/external servicing requests with regards to case design Maintain CRM and update database with all applicable notes/steps related to case design Generate and provide various reports to the Advisor Assist Advisor with pre-appointment preparation Gather account values and complete asset journals for upcoming appointments Requirements Two to three years--- experience as a Certified Financial Planner Experience in tax preparation is an asset, but we are willing to train the right person Ability to analyze financial information and comply with regulations Proficiency in MS Office and CRM systems (Redtail preferred) Attention to detail and strong math skills Strong ethics, with a customer-oriented attitude Outstanding communication skills, with the ability to foster long-term relationships Professional CFP certification required Process driven --- able to work independently and efficiently Interested applicants, submit your resume and please be sure to specify your desired salary range. We currently offer paid time off, vacation days, and a competitive 401K. Thank you for your interest - we hope to speak with you soon Company Description We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Keywords: Statler Financial Services, Lakeland , Certified Financial Planner, Accounting, Auditing , Sebring, Florida

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