Certified Financial Planner (CFP)

Location: Charlotte, NC
Job Type: Full-time
Company: Linden Thomas & Company

About Us:
Linden Thomas & Company is a top-ranked, independent wealth management firm located in Charlotte, NC. With over 36 years of experience, we are dedicated to helping affluent investors achieve their financial goals through personalized financial planning and superior investment strategies. We are seeking a Certified Financial Planner (CFP) to join our team and provide expert financial guidance to our clients.

Position Overview:

The Certified Financial Planner will work closely with clients to understand their financial objectives, develop comprehensive financial plans, and offer expert advice on investments, estate planning, retirement strategies, tax planning, and risk management. This role requires a highly skilled and client-focused individual who can provide strategic financial insights and guide clients through the complexities of wealth management.

Key Responsibilities:

  • Meet with clients to assess their financial needs and goals, providing personalized financial planning services.

  • Develop comprehensive financial plans, including investment strategies, retirement planning, tax optimization, and estate planning.

  • Advise clients on asset allocation, portfolio diversification, and risk management.

  • Execute and monitor financial plans, making adjustments as needed to align with changing client circumstances or market conditions.

  • Collaborate with the portfolio management and operations teams to ensure seamless implementation of client strategies.

  • Stay up-to-date on industry trends, financial regulations, and market developments to provide informed advice.

  • Assist clients in planning for significant life events such as retirement, inheritance, or education funding.

  • Ensure all client interactions and financial plans adhere to fiduciary standards and regulatory compliance.

  • Build and maintain long-term relationships with clients, providing ongoing financial planning services and support.

  • Generate performance reports, financial projections, and documentation for client meetings.

Qualifications:

  • Certified Financial Planner (CFP)® certification required.

  • Bachelor's degree in Finance, Economics, Business, or a related field (Master’s degree preferred).

  • 5+ years of experience in financial planning, wealth management, or investment advisory services.

  • Strong knowledge of investment products, retirement planning, tax strategies, estate planning, and insurance.

  • Excellent interpersonal and communication skills, with a client-centric approach.

  • Proficiency with financial planning software and Microsoft Office Suite.

  • Strong attention to detail, analytical thinking, and problem-solving abilities.

  • Ability to handle complex financial scenarios and develop tailored solutions for clients.

Preferred Skills:

  • Experience working with high-net-worth individuals or family offices.

  • Knowledge of regulatory and compliance requirements in the financial industry.

  • Familiarity with investment management platforms and portfolio analysis tools.

What We Offer:

  • Competitive salary and comprehensive benefits package.

  • Professional growth and development opportunities.

  • Collaborative and supportive work environment.

  • The opportunity to work with a leading wealth management firm that values client success.

This role is ideal for a highly motivated and experienced Certified Financial Planner looking to make a meaningful impact in the lives of clients while advancing their career with Linden Thomas & Company. Linden Thomas & Company is an AA/EOE employer M/F/D/V.