Certified Financial Planner

  • location: Danbury, CT
  • type: Permanent
  • salary: $110,000 - $120,000 per year

job description

Certified Financial Planner

Working with Litchfield County Bank that has an urgent need for a Wealth Management Certified Planner & Trust Officer! The Wealth Management Certified Planner & Trust Officer will be responsible for the development of long-term financial plans for clients; recommending financial products and services which support the requirements of the financial plan and the needs of the customer, as well as, the administration of trust, not-for-profit, personal investment management, employee benefit and IRA accounts. 

Responsibilities

The Wealth Management Certified Planner & Trust Officer will be responsible for the development of long-term financial plans for clients; recommending financial products and services which support the requirements of the financial plan and the needs of the customer, as well as, the administration of trust, not-for-profit, personal investment management, employee benefit and IRA accounts. The preferred candidate will have 5-10 years of financial planning and trust experience and must be CFP certified!



The essential functions of this role include:

  • working in a smoke free environment
Skills
  • CFP (3 years of experience is required)
  • Wealth Management
  • Financial Services
  • Financial Planning
Education
  • Bachelors
Qualifications
  • Years of experience: 5 years
  • Experience level:Experienced
Shift: First

Working hours: 8 AM - 4 PM

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