the smart solution for Cleveland jobs

Financial Planner

Company: Planned Financial Services
Location: Brecksville
Posted on: September 16, 2018

Job Description:

Planned Financial Services is a looking for a financial planner who wants to become a member of our award-winning firm which has serviced our valued clients for over 20 years. We are a catalyst for positive change in the lives of our clients and in our communities. The ideal person should have two or more years of client-facing experience with a Bachelor's degree in finance or accounting. A CFP and/or CPA is a plus. A Series 7 designation is a must. Your job will be to work collaboratively with fellow experienced team members to assess the financial needs of our existing clients and to devise a financial strategy that will suit them. Planned Financial utilizes a number of tools including eMoney and Riskalyze to get this work done. Guidance on tax and insurance issues will be a part of the bigger picture as well. After all the pieces are in place, you'll work with the client to put the action plan in motion. The position requires strong interpersonal skills in addition to financial planning expertise. You'll need to be able to present the good news and sometimes, not so good news. You'll need to keep up on the current regulatory environment and share that knowledge with your team members. Attention to detail is important as you work to analyze complex financial data. Networking is very critical to our client relationships, both during and after hours. Community involvement is strongly encouraged and supported. If this describes what you are looking for, we'd love to hear from you!

Keywords: Planned Financial Services, Cleveland , Financial Planner, Accounting, Auditing , Brecksville, Ohio

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Other Accounting, Auditing Jobs

Earn cash this summer. Deliver with Uber!
Description: Delivering with Uber is an easy way to earn money in your spare time. You sign up, deliver whenever it works for you, and get paid every week. br Why deliver with Uber ul li Flexibility: With Uber, (more...)
Company: Uber Eats
Location: Ypsilanti
Posted on: 09/21/2018

Billing Data Analyst
Description: As a Billing Data Analyst, you 039 ll have the opportunity to provide data analysis to support, compile and report key information for billing operations and our overall revenue cycle objectives. This (more...)
Company: Mommy Jobs Online
Location: Westland
Posted on: 09/21/2018

Bookkeeper / Accountant
Description: A Property Management company in Livonia, MI is currently seeking a full-time Bookkeeper to be part of our team. br We are a real estate company that specializes in
Company: Strategy Properties
Location: Livonia
Posted on: 09/21/2018

Virtual Senior Controller, CPA
Description: Job DescriptionVirtual Senior Controller, CPAThe CPA would be responsible for managing the activities of several bookkeepers and providing controllership services to our clients. We are looking for self-motivated (more...)
Company:, LLC
Location: Akron
Posted on: 09/21/2018

Associate Universal Banker
Description: If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935 by Harold Webster Smith, our focus has always been to put people first--doing whatever we can to help individuals, (more...)
Company: Webster Bank
Location: Milford
Posted on: 09/21/2018

Night Auditor (PART-TIME) - Courtyard Detroit Livonia (18001OCD)
Description: Heres To Your Journey with Courtyard With more than 330 managed locations in more than 20 countries Courtyard by Marriott offers a refreshing environment that helps guests stay connected and balanced. (more...)
Company: Marriott International
Location: Detroit
Posted on: 09/21/2018

Financial Services Paraplanner
Description: We are hiring for an Administrative Coordinator About Us We are an independent financial coaching firm located in Independence, OH. The firm focuses on helping professionals, business owners,
Company: NetHire
Location: Independence
Posted on: 09/21/2018

Collections Representative - Part Time
Description: What are you working forward to At Synchrony we make sure our employees are always working forward to something exciting. On our Call Center team, this means ensuring our customers' success-and we'll (more...)
Company: Synchrony
Location: Canton
Posted on: 09/21/2018

Inpatient Hospital Coding Compliance Auditor
Description: The Inpatient Hospital Coding Compliance Auditor will provide expert auditing services across various hospitals for Inpatient services. Review documentation and related coding of inpatient services, auditing (more...)
Company: Mommy Jobs Online
Location: Maple Heights
Posted on: 09/21/2018

Financial Consultant - Fairlawn, OH
Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated (more...)
Company: Fidelity Investments
Location: Fairlawn
Posted on: 09/21/2018

Log In or Create An Account


Forgot password?

Find us on Facebook

Find us on LinkedIn

Get the latest Ohio jobs by following @recnetOH on Twitter!

Cleveland RSS job feeds