Financial Dynamics & Associates, Inc. is an established financial planning firm that has served the Richmond metro area for over 20 years. Our focus is comprehensive financial planning to support client goals including wealth accumulation, retirement, and wealth transfer. We offer a collaborative team environment to strengthen relationships amongst our employees and with clients. Our mission is to help improve the lives of our clients and impact our community through engagement, trust, and transparency.

The role of a Financial Planner is to effectively communicate, problem solve, and develop long-term client relationships here at Financial Dynamics. This role would also adhere to the fiduciary standards and act in the best interests of our clients when offering financial advice. We are continuously investing in our people by offering a career-oriented position with significant growth potential within the organization.

Qualifications & Skills

• CERTIFIED FINANCIAL PLANNER™ (or candidate for the CFP® certification) and 3+ years of industry experience preferred
• Series 65; Life and Heath Insurance Licensing (or willing to obtain)
• Initiative-taker with exemplary written and verbal communication skills to deliver comprehensive financial plans to clients
• Experience with cloud-based CRM and document storage, financial planning tools, and Microsoft Office

We provide a comprehensive training program along with medical insurance, a matching retirement plan, schedule flexibility, paid holidays, and paid time off.

Compensation Range $70,000-$100,000+

Apply by emailing your cover letter and resume to Hiring@fdaarva.com.