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Employment Opportunities

 

 

1. Practice Manager/ Paraplanner Position

Seeking an experienced Practice Manager/ Paraplanner. This individual will be an integral part of my Team that consists of myself, the Advisor, one full- time Paraplanner and a part- time Client Service Coordinator. 

Responsibilities:

  • Become proficient with firm's Client Management Systems (Junxure, Branchnet, Cabinet ) as well as financial planning software (eMoney/Morningstar)
  • Work with clients on areas such as trading, account maintenance, new business, etc.
  • Prepare comprehensive financial plans, including writing summary and analysis
  • Participate in client meetings

Skills:

  • Minimum of 3-5 years of financial planning.
  • Bachelor's degree in finance, accounting, business or similar field of study.
  • Licensed: Series 7, 66 and life and health- State of Alabama
  • Preferred Professional designations, such as CFP.
  • Proficiency in Microsoft Excel and Word.
  • Excellence in writing and communication.
  • Enjoy technical aspects of retirement, investment, tax and estate planning.
  • Attention to detail required.
  • Ability to be a team player.

About the Company:

Bridgeworth, LLC is an independent Registered Investment Adviser (RIA) founded by a group of CERTIFIED FINANCIAL PLANNERTM professionals who have been in practice together since 1988.

The firm consists of twenty advisors and twenty four staff members, each with distinct talents, abilities and areas of expertise in financial planning. Twenty members of Bridgeworth have obtained their CERTIFIED FINANCIAL PLANNERTM certifications, making us one of the largest groups of CFP® practitioners in the region. Additionally, the Firm is comprised of three Certified Public Accountants (CPA), three Chartered Retirement Planning Counselor® designees (CRPC®), six Chartered Financial Consultant® designees (ChFC®), three Chartered Life Underwriter® designees (CLU®), and one Chartered Financial Analyst® charterholder (CFA®).

Bridgeworth, LLC believes that clients need and deserve unbiased and objective advice. We offer financial planning services to assist clients in organizing their financial lives, setting goals, developing strategies to pursue those goals, implementation of strategies, and monitoring their progress throughout their financial lives.

We also provide competitive industry-based salaries, paid time off, generous holidays, health insurance, 401k retirement benefits.  Find out more about us at www.bridgeworthfinanical.com.

Please email / contact Larry Goldberg at 205.208.8700 or larry@bridgeworthfinancial.com to begin a conversation.

 

2. Financial Planning Specialist Position

 

fi-Plan Partners is seeking a candidate to join their Financial Planning Team. The candidate should be highly motivated, detail oriented, and committed to providing exceptional client service. With a small firm environment, fi-Plan promotes collaboration and growth among employees and emphasizes the team aspect of our approach. This position would be best suited for someone who desires to be involved in all aspects of the business and to take an active role in shaping the way we conduct our client relationships.

 

Responsibilities:

Facilitate the creation and maintenance of comprehensive financial plans, utilizing our existing software. Establish working relationships with clients during the planning process and deliver high level customer service in an efficient and timely manner.

Coordinate with clients concerning the implementation of their financial plans and track any outstanding items.

Be available to field ad hoc planning questions from clients and comfortably communicate with clients in a thorough, accurate, and easy to understand manner.

Provide general support in managing client relations and ensuring that client's financial planning needs are properly met as defined by the CFP Board's definitions/standards.

Participate in client meetings in collaboration with Investment and Operations team.

 

Requirements:

Minimum of bachelor's degree and CFP® certification or demonstrated progress towards CFP® certification -ChFC® designation will be considered (no series licensing required)

Requirements: Minimum of bachelor's degree and CFP® certification or demonstrated progress towards CFP® certification -ChFC® designation will be considered (no series licensing required)

Excellent verbal and written communication skills

Strong organizational skills and systems acumen

Computer-literate, with a proficiency in Microsoft Office and Windows-existing knowledge of financial planning software preferred

Ability to work well in a team-oriented, dynamic working environment

Willingness to become involved in community and professional organizations

Personal integrity and ability to discreetly handle confidential data

Knowledge of the securities industry, financial planning and investment management

Ability to identify, meet and follow through with client's needs and requirements

 

Please contact Renee Frank, Corporate Office Manager, at 205-989-3498 or rfrank@fiplanpartners.com to schedule an appointment.

 

 

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