CERTIFIED FINANCIAL PLANNER™

Our clients love us and rave about us!

Ohana means family in Hawaiian and that is the treatment we offer our clients and employees alike.

We are a financial services firm offering customized financial planning. All our planners have attained the prestigious CFP® designation.

We are looking for exceptional CFP® candidates who are looking for their next move to be one of excitement, with a feeling of freedom and a sense of making a difference in the lives of others.

We have launched a value-chain breaking concept that will change the way financial planning is done. If you feel like being part of that future; a go-getter, entrepreneurial skill-set is a clear advantage.

What we would like:

CERTIFIED FINANCIAL PLANNER™ (Members of FPA a plus)

Minimum 3 years experience

Competency in the seven areas of financial planning

Preparing and implementing Financial Plans, Quarterly Reviews and Annual Updates

Great people skills, including ability to work in a diverse environment

Capacity or potential to supervise individuals and financial planning activities of others as we are on a very expansive path

Emotional maturity, self confidence, accountability and humility (no room for big ego jerks)

Bachelors degree or Masters degree

Integrity (clean U-4 is an absolutely must), competence and creativity

Understanding of global economics and politics

Ability to work in a flexible and entrepreneurial environment

What we can offer:

Flexible and enjoyable work environment

Transition will feel like a promotion rather than a commotion

Money and Benefits? Sure! They are very good too!

 

Interested? Please contact:

MICHAEL B. HANSEN, M.S. Economic, CFP®

Founder & President

Frontier Wealth Strategies

1990 North California Boulevard

8th Floor

Walnut Creek, CA 94596

Office:     925-930-3971

e-mail:    Michael@FrontierWealthStrategies.com

Skype:     intlcfp