Financial Planner

Financial Dynamics & Associates, Inc. is a growing 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.

We are looking for a high-quality individual to serve as a Financial Planner. We want someone who can effectively communicate, problem solve, and develop long-term client relationships here at Financial Dynamics. This person would also adhere to the fiduciary standards and act in the best interests of our clients when offering financial advice. This is a career-oriented position with significant growth potential.

Qualifications/Skills:  

• CERTIFIED FINANCIAL PLANNER™ (or candidate for the CFP^® certification) and 3+ years industry experience preferred
• Series 65; Life & Health 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, document storage, financial planning tools, and Microsoft Office

We provide training around our process along with a competitive salary based on experience and education. This also includes schedule flexibility with paid holidays, PTO, retirement plan, and health benefits.

Please click the link below to submit your cover letter and resume.