About us:
Vishria Bird is a boutique financial advisory firm dedicated to providing exceptional service in estate planning and wealth management. We pride ourselves on our client-centric approach and our commitment to helping clients secure their financial future. We are currently seeking a highly skilled and motivated Certified Financial Planner to join our team.
Job Description:
We are looking for an experienced Certified Financial Planner. Someone who currently holds a JD or paralegal degree is preferred. We are looking for someone with a strong background in estate planning and trusts, with a passion for helping our team and our clients navigate the complexities of estate planning and wealth management.
Key Responsibilities:
- Conduct in-depth consultations with clients to understand their financial goals, needs, and current financial situation.
- Create comprehensive financial plans tailored to the clients’ long-term and short-term goals. This includes but is not limited to risk management and insurance planning.
- Provide informed investment advice based on market trends and clients’ risk tolerance.
- Collaborates with our team of financial advisors, accountants, and other professionals to develop integrated estate and financial plans.
- Build and maintain strong client relationships through excellent service and effective communication.
- Educate clients about estate planning options and how estate planning benefits their comprehensive financial planning.
- Educate clients on tax implications and strategies for their individual estate planning and wealth management needs. Developing tailored strategies to minimize clients’ liabilities while ensuring compliance with tax law.
- Stay current with changes in estate and tax laws and incorporate them into client strategies when needed.
- Adhere to all regulatory requirements and ethical standards set by financial planning governing bodies.
Qualifications:
- CFP designation required.
- Juris Doctor (JD) degree from an accredited law school preferred.
- Minimum of 5 years of client-facing experience.
- Minimum of 5 years of experience in estate planning is preferred.
- Strong analytical, organization, and communication skills.
- Ability to work independently and as a part of a collaborative team.
- High ethical standards and professional integrity.
Benefits:
- Competitive salary and after 1 year performance-based bonuses.
- 401(k) and 401(k) match after 1 year of service.
- Continuing education and professional development opportunities.
- Supportive and dynamic work environment with a seasoned team.
Job Type: Full-time
Pay: $100,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
- Retirement plan
Compensation package:
- Bonus opportunities
- Profit sharing
Physical setting:
Schedule:
Experience:
- Financial planning: 5 years (Required)
License/Certification:
- CFP (Required)
- FINRA License (Preferred)
Ability to Commute:
- Memphis, TN 38119 (Required)
Ability to Relocate:
- Memphis, TN 38119: Relocate before starting work (Required)
Work Location: In person