The Harbor Group Inc.
Wealth Management and Financial Planning
Registered Investment Advisor
Founded in 1981, The Harbor Group offers comprehensive financial planning and wealth management services to individuals and small businesses. The firm is currently looking to add another CERTIFIED FINANCIAL PLANNERTM practitioner to its team.
The Financial Planner will work directly with other members of the Financial Planning team in order to provide clients with individual solutions to their unique needs and circumstances. This high profile position will play an integral role in the success of our client relationships. Daily activities will include:
Support senior financial planners in the delivery of financial planning and investment advice to clients.
Write and review financial plans.
Construct and rebalance client portfolios in accordance with the firm's investment strategy.
Develop trusting relationships with clients through effective communication.
Attend client meetings.
Bachelor's degree required.
Five years of experience in financial planning and asset allocation/portfolio management. Prior experience working directly with clients is preferred.
Must hold the CERTIFIED FINANCIAL PLANNERTM designation.
Solid communication, relationship building, and analytical skills.
Experience working effectively within a team based environment.
Interested candidates should send their cover letter and résumé to firstname.lastname@example.org