Financial Planner
Capital City Financial Partners Capital City Financial Partners Columbia, SC Columbia, SC Full-time Full-time $70,000 - $100,000 a year $70,000 - $100,000 a year 7 days ago 7 days ago 7 days ago About us Capital City Financial Partners utilizes a highly-personalized approach to help you define your specific vision of financial independence and work together toward achieving that vision through a customized, comprehensive plan.
We specialize in pre-retirement and retirement planning.
As Independent RIAs (Registered Investment Advisors), we have a fiduciary duty in how we manage each client's wealth.
We are passionate about helping you better understand the variety of options available so that you are able to make better financial decisions and, if necessary, modify your current portfolio before it is too late.
Confidently take control of your financial future starting TODAY! Our well-established and growing financial planning firm is seeking to add a Financial Planner to our team! Our firm has a proven marketing and operations system, which has allowed us to steadily increase our client base and attract additional advisors.
We are a fast-paced, mission-driven company with a collaborative, dynamic work environment.
The 5 planning areas we cover in our comprehensive planning are Income, Tax, Investments, Insurance, and Estate/Giving.
This position will have the opportunity to lead a team that supports financial advisors with the creation of customized comprehensive financial plans, annual updates, and client-requested financial analysis.
Planning areas include but are not limited to financial statement analysis, risk management, benefits, insurance analysis, philanthropic planning, investments, tax, retirement income, along with trust and estate planning.
We have CPAs on staff to help with tax planning and paraplanners for additional help.
Initial duties include creating plans and proposals for potential clients, reviewing plans and creating recommendations for client reviews, identifying areas of opportunity and new planning strategies, and being a resource to the lead advisor in complex planning meetings to present planning concepts & analyses to clients.
Minimum Requirements:
Bachelors degree (Business, Finance, Economics, or related major preferred) 3
years of financial services experience with an emphasis on client services Series 65 and/or 7 Licensed CFP , CPWA or other industry advanced certification Superior organizational, prioritization, interpersonal & management skills Strong mathematical and analytical skills Excellent communications skills, both verbal and written Proficient with MS Office Suite (Outlook, Excel, Word & Power point) Experience with Redtail/CRM preferred, but not required Additional Position
Responsibilities:
Participate in the research and response of general to complex technical planning inquiries from advisors, team members, and clients Provide regular education sessions with Wealth Advisors to provide tools and information for them to share with clients Support the team with the creation and/or maintenance of advisor & client resources and collaterals Contribute to meeting individual and team goals Key Traits:
Strong initiative Positive attitude Caring & passionate about helping others Superior interpersonal, organizational, and client service skills Ability to maintain confidentiality and interface with all levels of personnel Compensation will be made up of a competitive salary with benefits (insurance, 401k) and covered advisor fees (state registration fees, technology, E&O).
The starting base salary for this role will be $70,000-$100,000 based on experience and the position is eligible for additional bonuses based on team & company goals.
Job Type:
Full-time Pay:
$70,000.
00 - $100,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Employee assistance program Employee discount Flexible spending account Health insurance Health savings account Life insurance Paid time off Parental leave Professional development assistance Retirement plan Tuition reimbursement Vision insurance Physical setting:
Office Schedule:
Monday to Friday Supplemental pay types:
Bonus pay Ability to commute/relocate:
Columbia, SC:
Reliably commute or planning to relocate before starting work (Required)
Experience:
Financial services:
3 years (Required) License/Certification:
CFP (Required) FINRA License (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
We specialize in pre-retirement and retirement planning.
As Independent RIAs (Registered Investment Advisors), we have a fiduciary duty in how we manage each client's wealth.
We are passionate about helping you better understand the variety of options available so that you are able to make better financial decisions and, if necessary, modify your current portfolio before it is too late.
Confidently take control of your financial future starting TODAY! Our well-established and growing financial planning firm is seeking to add a Financial Planner to our team! Our firm has a proven marketing and operations system, which has allowed us to steadily increase our client base and attract additional advisors.
We are a fast-paced, mission-driven company with a collaborative, dynamic work environment.
The 5 planning areas we cover in our comprehensive planning are Income, Tax, Investments, Insurance, and Estate/Giving.
This position will have the opportunity to lead a team that supports financial advisors with the creation of customized comprehensive financial plans, annual updates, and client-requested financial analysis.
Planning areas include but are not limited to financial statement analysis, risk management, benefits, insurance analysis, philanthropic planning, investments, tax, retirement income, along with trust and estate planning.
We have CPAs on staff to help with tax planning and paraplanners for additional help.
Initial duties include creating plans and proposals for potential clients, reviewing plans and creating recommendations for client reviews, identifying areas of opportunity and new planning strategies, and being a resource to the lead advisor in complex planning meetings to present planning concepts & analyses to clients.
Minimum Requirements:
Bachelors degree (Business, Finance, Economics, or related major preferred) 3
years of financial services experience with an emphasis on client services Series 65 and/or 7 Licensed CFP , CPWA or other industry advanced certification Superior organizational, prioritization, interpersonal & management skills Strong mathematical and analytical skills Excellent communications skills, both verbal and written Proficient with MS Office Suite (Outlook, Excel, Word & Power point) Experience with Redtail/CRM preferred, but not required Additional Position
Responsibilities:
Participate in the research and response of general to complex technical planning inquiries from advisors, team members, and clients Provide regular education sessions with Wealth Advisors to provide tools and information for them to share with clients Support the team with the creation and/or maintenance of advisor & client resources and collaterals Contribute to meeting individual and team goals Key Traits:
Strong initiative Positive attitude Caring & passionate about helping others Superior interpersonal, organizational, and client service skills Ability to maintain confidentiality and interface with all levels of personnel Compensation will be made up of a competitive salary with benefits (insurance, 401k) and covered advisor fees (state registration fees, technology, E&O).
The starting base salary for this role will be $70,000-$100,000 based on experience and the position is eligible for additional bonuses based on team & company goals.
Job Type:
Full-time Pay:
$70,000.
00 - $100,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Employee assistance program Employee discount Flexible spending account Health insurance Health savings account Life insurance Paid time off Parental leave Professional development assistance Retirement plan Tuition reimbursement Vision insurance Physical setting:
Office Schedule:
Monday to Friday Supplemental pay types:
Bonus pay Ability to commute/relocate:
Columbia, SC:
Reliably commute or planning to relocate before starting work (Required)
Experience:
Financial services:
3 years (Required) License/Certification:
CFP (Required) FINRA License (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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