Certified Financial Planner
Roth Staffing Companies

Job Info

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We are seeking an experienced Certified Financial Planner (CFP) with a minimum of 7+ years of investment management and portfolio management experience. This individual will play a key role in managing and growing client portfolios while providing comprehensive financial planning services.

Key Responsibilities:

• Develop and implement tailored financial plans for clients, ensuring alignment with long-term financial goals.
• Manage investment portfolios, monitor performance, and adjust strategies based on market trends.
• Conduct financial analysis and recommend investment strategies, balancing risk and return.
• Advise clients on retirement planning, estate planning, and tax strategies.
• Stay updated on financial regulations and ensure compliance with industry standards.
• Collaborate with internal teams to identify new business opportunities and enhance client relationships.

Qualifications:

• Certified Financial Planner (CFP) designation required.
• Minimum of 7 years of experience in investment management and portfolio management.
• Proven ability to manage high-net-worth client portfolios.
• Strong knowledge of financial planning software and tools.
• Excellent communication and client relationship management skills.

Benefits:

• Competitive salary of $150K+, plus performance-based bonuses.
• Comprehensive benefits package including health insurance, retirement plans, and professional development opportunities.

Please email your resume to May Mullen at

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

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