Certified Financial Planner

Portland, ME 04101

Posted: 08/24/2018 Employment Type: DirectHire Industry: Finance Job Number: 1221092
Regional firm headquartered in Portland serving families, nonprofits, and institutions providing valuable financial stewardship and expert investment management. Now more than ever, our clients count on us to incorporate the key elements of financial planning into their investment policies:
-Fundamental Positioning: Cash Flow, Net Worth, Asset Location
-Tax Planning
-Estate Planning
-Insurance Analysis
-Retirement Planning
-Investment Management
The planner will manage a variety of relationships and participate in business development through the firm s existing channels.
The planner will participate in client meetings and take an active role in key client relationships, working together with the Client Advisor/Portfolio Manager.
The Financial Planner will be responsible for the gathering, aggregation, and entry of financial planning data. Subsequent scenario construction, analysis, and evaluation will also be expected.
Participation in a variety of firmwide efforts/projects will also be expected.

CFP Designation and Bachelor degree required. Salary commensurate with experience.
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