Financial Planner

The Right Click
Any Location, CT
Category Finance
Job Description
Our client is seeking an experienced Financial Planner to join their team. The ideal candidate will have years of hands-on financial planning experience, a CFP designation, and a strong background in gathering client data and building comprehensive financial plans.

Requirements

  • Certified Financial Planner (CFP) designation required
  • At least 5 years of financial planning experience
  • Proficiency in financial planning software, preferably eMoney
  • Strong analytical, organizational, and communication skills
  • Ability to work independently and manage multiple client relationships
  • Deep understanding of investments, retirement planning, tax strategies, and risk management

Benefits

  • RightClick is an equal opportunity employer who agrees not to discriminate against any employee or job applicant
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