Cornerstone Financial Planning seeks a full-time CERTIFIED FINANCIAL PLANNER Practitioner for our fee-only financial planning and investment advisory firm in Portland, ME.
This position provides an opportunity to work within a firm that does not make sales calls, but instead focuses on personal client relationships.
Responsibilities include, but are not limited to:
Work with firm Principals and Planners to analyze, research, and implement financial solutions with clients;
Act as lead planner for a segment of the Portland office clients;
Continuously oversee clients’ financial situations with detail and accuracy;
Prepare and participate in client meetings – approximately 2-3 meetings per client per year;
Research various financial topics as it applies to client situations.
Competitive compensation commensurate with experience; 3% match on a SIMPLE IRA, generous PTO, and holidays, life insurance, disability insurance, company paid health insurance, HSA, monthly coffee stipend, well-being benefit, company paid continuing education;
Mentorship and learning opportunities;
Great working environment.
Please email cover letter and resume to email@example.com
CFP® certification with at least 5 years of experience working as a CFP® practitioner;
Excited about the financial planning industry and desirous of a long-term career path;
High ethical standards/strict adherence to confidentiality;
Embraces our culture of compliance;
Strong verbal and written communication skills;
Strong interpersonal skills;
Ability to identify, meet, and follow through with client’s needs and requirements;
Interact effectively with office staff; is collaborative, and a goal-oriented team player;
Strong attention to detail;
Critical thinking skills and active listening;
Demonstrate excellence in organizational and time management skills;
Ability to take initiative, no matter how big or small the task;
Strong work ethic and energized by our company’s mission.
About Cornerstone Financial Planning
In our 20 years of sharing wisdom with people from all walks of life and circumstances, we’ve found that by focusing on one’s financial goals and helping define a plan for the future, one gains confidence in the prospects and subsequently feels greater ease in life. A most rewarding product of assisting our clients is witnessing their experience of well-being that comes with knowing they are making good decisions and are wise managers of their resources. As we offer guidance and strategy, the client comes to recognize some of the forces that affect their wealth – and begin to realize what they want their money to do for them – our conversations become more meaningful and the partnership is all the more effective.
Our internal company mission is as follows:
Our passion is assisting individuals and families with achieving their financial goals. We educate, inspire, and implement financial plans utilizing our thoughtful investment philosophy and deep commitment to our fiduciary responsibility.