Financial Planning Associate

Financial Planning Associate

Carl P. Sherr & Co., LLC

RESPONSIBILITIES WE WILL TRUST YOU WITH

We are seeking a highly motivated individual who will help service and maintain current and new relationships and assist in all areas of client support.

  • Assist lead planner/principals in relationship management
  • Prepare and update financial plans
  • Help implement our recommendations and research issues for clients
  • Client meeting preparation, meeting follow-up and onboarding new clients
  • Orion, Fidelity Wealthscape, Redail (Tailwag), Bloomberg BNA and eMoney Advisor, training provided

QUALIFICATIONS

  • Bachelor’s degree
  • Two or more years of experience in financial planning
  • CFP® candidate desired
  • Strong written and verbal communication skills
  • Self-motivated, confident, professional, detail oriented, efficient, the ability to work independently and as a team member

WHAT WE OFFER

  • Competitive compensation
  • Career advancement
  • Continuing education, industry conferences, and other learning opportunities paid for or subsidized by the firm
  • SIMPLE IRA with up to 3% employer match
  • Company contribution towards group health insurance
  • Paid holidays and paid time off
  • Full time is desired

CARL P. SHERR & C0., LLC – AN INDEPENDENT, REGISTERED INVESTMENT ADVISOR

Our mission is to create an experience that invests in the success of our clients and creates a positive experience to inspire our team.

  • Founded over 50 years ago
  • Independent firm operating under fiduciary standard

 

To apply, please email cover letter and resume to Gary Sherr at gsherr@carlpsherr.com.

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