Financial Planner

Hoxton Planning & Management LLC is seeking a Certified Financial Planner(R) professional to deliver comprehensive financial planning and guidance for clients in Shepherdstown, WV.

Responsibilities

• Build personalized financial plans covering investment management, estate planning, risk management, tax strategies, and retirement solutions.
• Perform financial analysis and research to evaluate investment opportunities aligned with client objectives.
• Provide ongoing client relationship management through regular communication, market trend updates, and plan revisions as needed.
• Maintain current knowledge of financial regulations, market developments, and new financial software tools to strengthen service delivery.
• Collaborate with cross-functional partners to support clients across areas such as cash management and portfolio management.

Requirements

• Proven experience practicing in the securities industry with a strong command of financial concepts and industry regulations.
• Expertise in wealth management, investment advisory services, and financial analysis techniques.
• Strong client relationship skills, including the ability to explain complex financial concepts clearly.
• Familiarity with financial research and software tools used in the industry, including eMoney.
• Certifications required: Certified Financial Planner(R) and Series 65 license.
• Ability to analyze financial markets and develop compliant investment solutions tailored to client needs.

Technologies

• eMoney

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance

Job Summary

• Role focuses on comprehensive planning and expert advice to help clients work toward their financial goals.
• Develop tailored financial strategies and provide investment guidance to keep clients informed about options.
• Use expertise in estate planning, risk management, tax strategies, and wealth management to deliver exceptional service.
• This is not a sales position.

Compensation

• Pay: $75,000.00 - $150,000.00 per year

Work Location

• In person in Shepherdstown, WV