Certified Financial Planner®
About The Position
Johnson Bixby is seeking an experienced Certified Financial Planner® Professional to join its growing team. The role serves the firm’s clients as a trusted advisor and works alongside an experienced, caring and knowledgeable team. The planner provides comprehensive financial planning and wealth management advice, implements strategies tailored to client needs and investment complexity, and maintains long-term client relationships. The position also contributes to business growth, works collaboratively with other professionals, participates in investment committee discussions, and follows fiduciary, professional and regulatory standards. Johnson Bixby is a financial planning and investment management firm in downtown Vancouver, Washington. The firm describes its culture as grounded in trust, leadership, teamwork, connection, respect and empowerment, and emphasizes client service, professional development, mentorship and long-term financial planning.
Requirements
- At least three years of financial planning and wealth management experience.
- CFP® designation.
- Series 7 and Series 66 licenses, or equivalent.
- Proven ability to build trusted client relationships, deliver on commitments and provide comprehensive, holistic financial planning and advice.
- Strong analytical and planning skills, including the ability to assess a client’s full financial picture and develop tailored strategies.
- Ability to communicate complex concepts clearly and guide clients through important financial decisions.
- Collaborative approach to working with investment, tax, legal and insurance professionals.
- Expertise implementing wealth management strategies appropriate to client needs and investment complexity.
- Proactive approach to maintaining client relationships and adapting financial plans over time.
- Ability to support firm growth by identifying and qualifying prospective clients and recognizing aligned opportunities.
- Strong working knowledge of the investment industry, including experience buying and selling securities such as mutual funds, stocks, bonds and annuities.
- Disciplined commitment to fiduciary responsibility, professional standards and compliance.
Responsibilities
- Build trusted client relationships, deliver on commitments and provide comprehensive, holistic financial planning and advice.
- Evaluate clients’ full financial pictures and translate complex information into tailored strategies and clear next steps.
- Guide clients through important financial decisions and communicate complex concepts clearly, professionally and credibly in writing and conversation.
- Collaborate with investment, tax, legal and insurance professionals to coordinate strategies within clients’ comprehensive financial plans.
- Implement wealth management strategies aligned with each client’s needs, service level and investment complexity, including high-value client needs.
- Maintain long-term client relationships, review financial performance and adapt plans as life events, assumptions and markets evolve.
- Identify and qualify prospective clients, explain the firm’s approach and recognize aligned business opportunities.
- Buy and sell securities, including mutual funds, stocks, bonds and annuities, and contribute to investment committee discussions.
- Cultivate relationships with clients and centers of influence to create trusted introductions and reciprocal referrals.
- Maintain fiduciary responsibility and professional standards, and comply with firm policies and requirements established by the firm’s BD-RIA, FINRA, the CFP® Board, the SEC and other industry regulators.
Benefits
- 14 days of paid time off in the first year, plus 10 paid holidays, including floating holidays.
- Medical, dental and vision insurance paid 100% for eligible team members; team members pay for qualifying dependents.
- Life and AD&D insurance.
- 401(k) retirement plan with company match.
- Team members may receive performance bonuses and profit sharing.
- Ongoing learning, mentorship and development.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
