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Certified Financial Planner

Company: Churchill Management Group
Location: Tustin
Posted on: June 26, 2019

Job Description:

Churchill Management Group Churchill Management Group is a Registered Investment Advisor with the Securities and Exchange Commission and an approved member of the Investment Counsel Association of America.The Company was founded in 1963 and has provided superior professional investment advisory services to a select clientele for over 50 years. With over 100+ employees, we manage $5+ Billion for individuals, trusts, retirement accounts, endowments and foundations. Churchill is also an acknowledged fiduciary under the Employee Retirement Income Security Act (ERISA).Job Summary:Certified Financial Planners work with individuals to meet short- and long-term financial goals. They understand complex financial and other related documents. Certified financial planners also have a good command of investments and security planning, estate planning, tax planning, employee benefits planning and insurance planning.Job Description:Candidate must demonstrate an ability to both multi-task and remain organized in all facets of this position. Some primary tasks include interviewing clients, analyzing financial information, recommending financial plans, monitoring outcomes, recording detailed meeting notes, follow up regarding meetings and responding to client and VP team inquiries. Candidate must have outstanding analytical skills, a desire to work with people, excellent communication and strong interpersonal skills. Candidate must be able to create business development opportunities through plan deliveries and maintain a commitment to excellent results.Candidate must be competent in all areas of planning including investments, education funding, debt management, income tax, charitable giving, cash flow, retirement, insurance, and estate planning. Candidate must be able to perform investment management planning tasks such as loss gain report analysis, tax loss harvesting analysis, and assist with tax planning including tax planning on appreciated gifts and stock option planning.Desired Qualifications/Characteristics:Professional and courteous demeanorExcellent organization and time management skillsExcellent follow-through and attention to detailAbility to work both independently and as part of a collaborative teamExcellent verbal and written communication skills Ability to handle multiple assignments in a fast-paced environmentDemonstrates computer literacy and competency in utilizing software applicationsProficient in using Planning software (eg. NaviPlan, Money Guide Pro)Required Qualifications:Series 65CFP CredentialExperience:A minimum of 3 years' experience delivering Financial Plans to prospects/clients

Keywords: Churchill Management Group, Tustin , Certified Financial Planner, Accounting, Auditing , Tustin, California

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