Certified Financial Planner
Portland, ME 04101
-Fundamental Positioning: Cash Flow, Net Worth, Asset Location
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.