Related skills
salesforce cfp series 66 series 65 moneyguidepro📋 Description
- Own a small group of transitioned clients (~$50M AUM).
- Engage new leads; conduct discovery; build trust.
- Grow a balanced pipeline of existing and new clients.
- Deliver financial planning using Allworth’s framework.
- Collaborate with Wealth Planning Team and Advisors.
🎯 Requirements
- CFP® or ChFC® designation required.
- Must have or obtain Series 65 or 66.
- Minimum 3 years of client-facing financial planning.
- Proven business development and growth mindset.
- Confident communicator in in-office setting.
- Proficiency with MoneyGuidePro and Salesforce.
🎁 Benefits
- Competitive base pay; extensive benefits.
- Medical, dental, and vision insurance.
- 401K with generous company contributions.
- Flexible spending accounts and HSA programs.
- Generous paid time off and holidays.
- Equity Purchase Program available.
Meet JobCopilot: Your Personal AI Job Hunter
Automatically Apply to Finance Jobs. Just set your
preferences and Job Copilot will do the rest — finding, filtering, and applying while you focus on what matters.
Help us maintain the quality of jobs posted on Empllo!
Is this position not a remote job?
Let us know!