Certified Financial Planner

Job overview

The Certified Financial Planner role is onsite in Corning, NY, with a stated salary range of $80,000–$130,000 per year. The position supports the firm’s plans to grow and expand its business. The planner serves high-net-worth clients through ongoing financial management, customized analysis, planning, and advice. The role also contributes to business development by engaging prospective clients and referral sources and building long-term client relationships.

What you'll do

• Serve as financial manager and advisor to high-net-worth clients
• administer comprehensive financial management services
• prepare cash-flow, insurance, retirement, survivorship, and estate analyses
• prepare and review personal income tax returns and develop tax strategies
• develop financial plans and implementation strategies
• advise on goals, portfolio structure, and investment performance
• meet prospects and develop referral relationships.

What we're looking for

Skills & competencies

certified financial planner

financial planning

wealth management

high-net-worth clients

tax planning

retirement analysis

portfolio advice

business development

corning ny

$80k–$130k/year

peak technical services

Work arrangement

• Weekend coverage required

Why this role

Certified Financial Planner designation and a four-year degree are required; 7–10 years of CFP experience and direct primary-advisor client experience are required. Travel willingness is required.

About the employer

PEAK Technical Services Inc. is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.