Certified Financial Planner (CFP)- Financial Advisor

We are in search of a dedicated Certified Financial Planner (CFP) eager to take charge of their career path. As a Financial Advisor with Saxony, you will collaborate with our home office and fellow advisors to provide comprehensive financial guidance, encompassing investment strategies, retirement planning, education savings, and beyond. While managing firm-held assets, you'll also have the opportunity to transition and expand your personal client portfolio. This role requires active participation in client meetings, leading discussions, prospecting, and engaging with clients and prospects to develop financial action plans and conduct annual reviews.

Key Responsibilities:

• Collaborate closely with the home office team to gain insights into all facets of the business.
• Engage in various client meetings, from initial consultations to financial action plans, implementation, and reviews.
• Develop and present tailored financial plans.
• Incorporate value-added analysis to enhance client strategies.
• Offer comprehensive services including investment management, retirement planning, education planning, insurance planning, estate planning, and philanthropic strategies.

Qualifications:

• Certified Financial Planner (CFP) certification required; CFA is a plus, but not required.
• Bachelor's degree in Finance, Business, or related field.
• Minimum of 5 years of experience as a financial advisor.
• Proficiency in general investment offerings and portfolio strategies.
• Strong teamwork and collaboration skills.
• Active Series 7, 63, and Series 65/66 licenses.

Benefits:

Saxony is dedicated to fostering a supportive work environment for our team members. We offer a comprehensive benefits package designed to promote the wellbeing of our employees and their families, including:

• Paid holidays.
• Generous paid time off (PTO).
• Employer-provided medical, dental, and vision insurance.
• Discretionary 401k match.
• Annual profit-sharing bonus.