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Certified Financial Planner, San Diego, California
by "JobShop" <DebraM@[EMAIL PROTECTED]
>
Jun 2, 2008 at 10:05 AM
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Certified Financial Planner - Salaried
Financial Planning Start Up
Registered Investment Advisory firm located in San Diego is looking for
high quality personal financial planners. Their planners are salaried
employees of the firm and are never compensated by asset management fees
or product sales commissions. This is a great op****tunity for the person
who has a passionate desire to always do what is best for the client. They
have eliminated the sales pressure, ethical dilemmas and conflict of
interest issues generally associated with traditional independent
financial planners. Their new business model will benefit your clients and
you. You will be the client's most trusted advisor.
Duties and Responsibilities
Passionately represent the firm, their principals, strategic vision and
your professional commitment
Prepare and monitor comprehensive financial personal financial plans
Coordinate tax, legal, insurance and investment professionals
Develop and manage the client relation****p
Grow professionally
Requirements
Great relation****p skills
Positive attitude with a commitment to long term professional growth
A strong desire to do what is right, to help people, to be the good guy
Four year degree, preferably finance related
5+ years of financial planning experience
CFP® designation, other designations a plus
Clean compliance record
How To Apply
To apply to this job or for more information please send your resume
to DebraM@[EMAIL PROTECTED]
and/or apply at the website
http://www.SJCJobs.com/default.aspx?id=JobShop
--
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