Certified Financial Planner(tm) Professional

Kanner Financial Services LLC
North Haven
Feb 07, 2018
Feb 19, 2018
Employer Type
Direct Employer
Employment Type
Full Time
Job Description

Certified Financial Planner??? Professional

Summary of Essential Duties

Certified Financial Planner??? Professionals work with individuals to meet short- and long-term financial goals. They understand complex legal and financial documents and are knowledgeable of financial laws and legal restrictions. Certified financial planners also have a good command of investments and security planning, estate planning, tax planning, employee benefits planning and insurance planning.

Learning about a client's financial situation is crucial to developing realistic plans so financial planners must interview clients thoroughly, by reviewing fiscal situations and developing tools to assist in meeting financial goals. Financial tools include developing a family budget, tax-sheltered investment plan, retirement savings and a major purchase timeline.


  • Interviewing clients
  • Analyzing financial information
  • Recommending financial plans and monitoring outcomes
  • Advise clients on investment strategies and other financial decisions
  • Understand and comply with industry regulations and with the rules of conduct of the Certified Financial Planner Board of Standards

Knowledge, Skills & Attributes

  • Bachelor's degree
  • CFP??
  • Series 65 or related securities license(s)
  • Comfortable working with industry related software (Junxure, eMoney, Morningstar preferred)
  • Expert computer skills, including advanced knowledge of Microsoft Office, Excel and PowerPoint
  • Strong math and analytical skills
  • Excellent oral, written and interpersonal communication skills
  • Professional appearance and demeanor
  • Impeccable ability to maintain confidentiality and integrity
  • Effective follow-up skills and ability to meet deadlines without prompting
  • Flawless attention to detail and accuracy required
  • Energetic, eager to learn, willing to cooperate
  • Self-motivated with ability to work well independently and under direction
  • Comfort with being a "team player" and doing whatever is needed, big or small

Additional Comments

  • Background check will be completed

We are a fee-based RIA. Compensation packages negotiable

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP??, CERTIFIED FINANCIAL PLANNER???, CFP?? (with plaque design) and CFP?? (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.