Certified Financial Planner

Join a client-focused Certified Financial Planner role delivering personalized planning strategies for individuals and families in Kalispell, MT (onsite).

Responsibilities

• Perform comprehensive financial reviews to understand client objectives, current financial situation, and risk tolerance
• Create customized financial plans covering retirement, investment management, tax strategies, insurance planning, and estate planning
• Explain recommendations clearly and effectively to clients
• Continuously monitor client accounts and financial progress; recommend updates and adjust plans as circumstances change
• Stay current on market trends, tax regulations, and financial planning best practices
• Build and maintain long-term client relationships through trust, transparency, and high service standards
• Work with outside professionals such as CPAs, attorneys, and other advisors to support comprehensive solutions
• Maintain accurate client records and ensure compliance with regulatory requirements and industry standards
• Participate in business development, networking, and referral generation activities

Requirements

• Certified Financial Planner (CFP®) certification preferred
• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field
• Minimum 3 years of experience in financial planning, wealth management, or financial advisory services
• Strong knowledge of investment strategies and financial products, including tax planning and estate planning concepts
• Excellent communication, presentation, and interpersonal skills
• Experience with or willingness to learn financial planning software including eMoney, MoneyGuidePro, or RightCapital
• Proficiency in Microsoft Office Suite

Technologies

• eMoney
• MoneyGuidePro
• RightCapital
• Microsoft Office Suite

Benefits

• Competitive salary of USD 80,000 - 125,000 per year plus performance-based bonus opportunities
• Health insurance
• 401(k) with company match
• Generous paid time off and paid holidays
• Continuing education support, including CFP renewal assistance
• Collaborative and supportive work environment
• Opportunity for long-term professional growth

Desired Competencies

• Client-service focus with a commitment to ethical practices
• Strategic thinker with strong analytical and problem-solving abilities
• Detail-oriented and highly organized
• Ability to communicate complex financial concepts in clear, understandable terms
• Commitment to ongoing professional development and continuous learning