Certified Financial Planner jobs may require the candidates to develop and manage ongoing and regular client contacts and communications, watch over client services, including plan creation, updates, portfolio changes and reviews, returns and new opportunity identification.
Some Certified Financial Planner jobs could require preparation of follow-up letters to clients/prospects after a meeting, follow-up with clients to implement plan recommendations, maintain contact with client to revise plan based on changing needs of the client.
Certified Financial Planner jobs may require a Bachelors Degree in Finance, Economics or Mathematics, CFP ® License and 3 to 5 years Financial Planning Experience.
Please note that very few Stephen James Associates’ executive positions are advertised or posted on our web site, for reasons of confidentiality and careful selection. For further information regarding available opportunities or services we offer, please contact the office nearest to you by visiting our locations pages
We are interested, in speaking with you about your qualifications, and would like to keep you apprised, of future opportunities. Please contact us today by filling out our form below.
