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Financial Planner

Company: Core Group Resources
Location: Albuquerque
Posted on: November 18, 2021

Job Description:

Core Group Resources (www.coregroupresources.com) is America---s leading financial services recruitment company. Core Group Resources expertise is unmatched in the financial services market for executive search, staffing, and expertise identification. For more information contact us 281 347 4700. We are currently in the market for the following: Financial Planner / Advisor Albuquerque, NM We are looking for an experienced Financial Planner who will thrive in a faith-based work environment. Our client is a----Wealth Management--Firm--that has legacy of stewardship and growth. Over their 24-year history they---ve grown to be trusted with over $650M in AUM. They believe the principles that guide our lives should also guide our business. This is a tremendous opportunity for an experienced, professional advisor who takes their faith seriously and wants to incorporate it into the way they do business. Background:

  • Undergraduate degree
  • Minimum of 3 years of financial planning experience
  • Licensing (Series 65)
  • CKA and CFP designations
  • Ability to work independently and within a team
  • Strong verbal and written communication skills
  • Strong analytical and problem-solving skills
  • Proficiency in Microsoft Office
  • Ability to prioritize and manage multiple time-sensitive tasks Why Join?
    • Grow professionally at an Award-Winning company
    • Desire to serve clients with a faith-informed relational approach
    • Work in healthy & supportive faith-based environment
    • Competitive Compensation and Incentives-- The contact person for this job is Bob Sutton. Please contact him for more information at bob@coregroupresources.com

Keywords: Core Group Resources, Albuquerque , Financial Planner, Accounting, Auditing , Albuquerque, New Mexico

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