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Wealth Planner - CERTIFIED FINANCIAL PLANNER- -

Company: Atlantic Wealth Partners
Location: Jupiter
Posted on: January 7, 2020

Job Description:

ABOUT THE POSITION This position is a mid-level position for a CPA or CFP practitioner. This position will take a primarily "back of the house" role performing relationship management and financial plan preparation tasks to primarily High Net Worth clients. This will involve providing detailed and comprehensive guidance to clients around their personal and business financial affairs including, but no limited to their estate planning, charitable planning, tax planning/minimization, asset protection strategies, income protection strategies, investments, life and casualty insurance, retirement plans and real property portfolios. This will include performing financial analysis, investment analysis, preparing financial plans and reports, conducting investment due-diligence, analyzing asset allocations and preparing financial projections. The right candidate must be an advanced user of Microsoft Excel. Building relationships and doing what is right for the client should be at the forefront of your mindset, putting our clients first. The position will entail some business development at events, charitable functions and working with centers of influence in the community. You must have the ability to utilize critical thinking skills, work within a team, and anticipate firm needs and client questions. Qualified candidates will be self motivated, detail oriented, structured, extremely organized and have a high degree of follow through. This is a VERY fast paced position and employees are heavily rewarded towards their contributions. HOURS: This is a salaried, Exempt Position. Hours will be typically, 8:30 AM to 5:30 PM, Monday thru Friday. Coming in early or staying late may be necessary at times to complete the tasks of the position. You will also be issued a company laptop and cell phone. REQUIRED EDUCATION AND LICENSES *Bachelor's Degree in Accounting, Finance, or Business. *CPA or CFP Designation *At least 5 years prior experience in the Accounting or Finance Industry. *Series 65 or 66 & Florida 2-15, or willing to obtain it within 90 days of employment KEY QUALIFICATIONS: *Strong financial and analytical skills *Strong verbal and written communication skills *Ability to identify, meet and follow through with client needs and requirements *Must be a self-starter, problem solver and a goal-oriented team player with a 'no job is beneath me' attitude *Organized, with a strong attention to detail *Able to perform multiple tasks efficiently *Show confidence, yet in a humble manner, when dealing with clients and your peers. *Superior knowledge of Microsoft Excel, Word and PowerPoint - BENEFITS: *Strong Annual Salary, based on experience. *Opportunity for Significant Annual Bonuses based on Performance. *After 3 Months of Employment, Paid Health, Dental and Vision Insurance. *After 12 Months of Employment, Eligibility for 401(k) Profit Sharing Plan with the ability to earn a match of up to 25% your salary per year based on company performance. *Company Provided Laptop and Cell Phone *Potential ability to work from home during non-peak times of the year. *Significant Mentorship and Learning Opportunities

Keywords: Atlantic Wealth Partners, Jupiter , Wealth Planner - CERTIFIED FINANCIAL PLANNER- -, Accounting, Auditing , Jupiter, Florida

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