Certified Financial Planner – CFP

Emploi pas sur LinkedIn

🕒 il y a 3 jours

🏄 California – Distant

🏄 California – Remote

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💸 Planification et Analyse Financières (FP&A)

👻 Score fantôme 12%

Ce que ça veut dire : la probabilité que personne ne recrute vraiment pour cette offre.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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Falcon Wealth Planning, Inc.

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51 - 200 employés

Fondée en 2015

💸 Finance

💼 Conseil

👥 B2C

Finance • Consulting • B2C

Falcon Wealth Planning, Inc. est un Registered Investment Advisor rémunéré exclusivement aux honoraires et un cabinet fiduciaire de planification financière. Il propose aux particuliers partout aux États-Unis des services personnalisés de planification financière, de fiscalité et de conseil, ainsi que de planification des actions et des stock-options. Le cabinet se présente comme enregistré auprès de la NAPFA et composé de professionnels CERTIFIED FINANCIAL PLANNER™. Son site met en avant des outils tels que des calculateurs de RSU et d’ISO, des simulateurs de risque de concentration et de fiscalité, ainsi que d’autres ressources consacrées à la planification des actions. Falcon privilégie une planification transparente et objective (« Planning Made Simple™ »), fait état de centaines d’avis Google et de plus de 1,4 milliard de dollars d’actifs gérés, et propose des consultations, des portails clients et des ressources publiées pour constituer et protéger son patrimoine.

Description

• Develop and implement customized financial plans covering retirement planning, investment strategy, tax efficiency, estate considerations, insurance planning, and cash flow management • Conduct in-depth financial reviews and develop actionable strategies aligned with client goals and time horizons • Monitor progress toward financial goals and recommend adjustments as circumstances or market conditions change • Use financial planning tools and analysis to deliver client-focused recommendations • Provide investment advice and portfolio oversight aligned with client risk tolerance and financial objectives • Collaborate with the investment team on asset allocation, portfolio construction, and rebalancing strategies • Monitor portfolios and recommend changes when necessary • Serve as a trusted advisor and maintain long-term client relationships • Lead client meetings and financial reviews • Respond to client questions and provide proactive advice as financial needs evolve • Simplify complex financial concepts and educate clients about financial strategies and investment decisions • Guide clients through retirement, liquidity events, and estate planning considerations • Advise on retirement savings strategies, tax-advantaged accounts, retirement income, tax-efficient investments, and distribution planning • Assist with Social Security planning, required minimum distribution strategies, and long-term tax considerations • Work with relationship managers, operations, and investment professionals to deliver seamless client service • Support onboarding of new clients through financial analysis and planning development • Contribute to firm growth through client service excellence and relationship development • Build and grow a client base within a collaborative team environment

🎯 Exigences

• Active Certified Financial Planner™ (CFP®) designation required and must remain in good standing with the CFP Board • Applicants who do not currently hold the CFP® certification will not be considered • 3+ years of experience in financial planning, wealth management, or advisory services • Experience providing comprehensive planning for high-net-worth individuals and families preferred • Strong background in investment management and financial strategy development • Strong communication skills with the ability to explain complex financial concepts clearly • Client-focused mindset with a commitment to fiduciary responsibility • Strong analytical and problem-solving abilities • Ability to build and maintain long-term client relationships • Highly organized with the ability to manage multiple clients and priorities • Bachelor’s degree in finance, economics, accounting, or a related field • Ongoing professional development within financial planning and wealth management • Arizona based candidates preferred

🏖️ Avantages

• Fee-only fiduciary compensation model without product conflicts or commission incentives • Dedicated operations, technology, and client service teams • Ongoing education • Mentorship • Leadership development opportunities • Competitive advisor compensation structure designed to reward performance and growth • Opportunity to build and expand a client base with operational support, planning infrastructure, and fiduciary platform

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