Financial Planner 

Full-time

This is a full-time, mostly remote if desired, role for a Certified Financial Planner.

Role Description: The role includes providing comprehensive financial planning and advisory services to clients, analyzing financial information, assessing risk tolerance, and developing customized financial plans.

Compensation: $75,000 to $100,000 depending on experience.

Qualifications:  Currently hold or studying for the Certified Financial Planner (CFP) designation. Bachelor’s degree in finance, accounting, or a related field. Demonstrate in-depth knowledge of financial planning strategies, tax planning, investment management, retirement planning, and estate planning. Strong analytical and problem-solving skills. Excellent communication and interpersonal skills. Ability to build and maintain strong client relationships. Attention to detail and accuracy. Proficiency in financial planning software and Microsoft Office Suite. 2+ years experience in the financial services industry is preferred. Currently hold series 66 or 65 license or be willing to acquire.

Please note that this job description is intended to provide a general overview of the position and does not include every task or responsibility that may be required.

Wynn Capital Management, LLC is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.