Financial Advisor
FFP Wealth Management is a North Metro NAPFA Fee Only financial planning firm in a tremendous growth phase. Our current marketing is developing many new clients. In addition, we are implementing a marketing program that includes a television program and. We have a proven marketing track record that generates appointments.
Job Duties:
- New and existing client relationship development and management, including ongoing and regular client contact and communications
- Client Service, including planning updates, portfolio changes and reviews, returns and new opportunity identification
- Client asset management, including coordination of complete financial planning and wealth management (analysis, estate planning, tax strategies for assets under management and portfolio management)
Requirements:
- Minimum 3-5 years experience in investment management and/or financial advisory services with demonstrated ability to develop and manage plans and manage client relationships
- Bachelor's Degree from an accredited college or university; CFP desgination (preferred)
- Proficiency in Microsoft Office, Portfolio Center and Junxure (preferred but not required)
- Financial planning/wealth management acumen, judgement and experience
- Excellent communication and listening skills
- Client first attitude
- A team player, with strong coaching and leadership skills
- Desire/ability to work successfully in a small company environment
- Commitment to company vision
Salary and Benefits:
- Pay/benefits are competitive based on industry standards
- Salary plus incentives
- Benefits include dental, health care, and 401(k)
- Additional compensation available to a candidate who can convert an existing book of business
Email: Tiffany.brynteson@ffpwealthmanagement.com
Fax: 763-231-2770
