Buckingham Financial Group, Inc. is an established, independent wealth management firm in Dayton, Ohio providing integrated financial planning, asset management and accounting services to our clients. Our team of investment professionals includes multiple Chartered Financial Analysts (CFA®), Certified Financial Planners (CFP®) and Certified Public Accountants (CPA®).
We are currently in a position to increase our financial planning staff. Preference will be given to an individual who has already obtained CFP® certification or has passed their CFP® exam and is currently in the process of satisfying work related requirements.
The individual we seek must enjoy working with clients, critical thinking and a fast paced environment. You should also be coachable, flexible and have strong working knowledge of Microsoft Office Suite.
Responsibilities will include:
This position entails servicing existing clients, no quotas, commissions or selling are involved. This is a full time position with a pay scale between $32,000 and $42,000 (not including benefits and bonuses). Employee benefits include health, life and disability insurance, as well as a pension plan. Buckingham Financial Group is able to offer advanced training as part of our in house continuing education program.
If you feel you qualify for this position and feel as though Buckingham Financial Group would be a good fit for you, please submit a letter of interest and resume to firstname.lastname@example.org or mail to Buckingham Financial Group, Inc. Attn: Operations Manager, 6856 Loop Road, Dayton, OH 45459.