CERTIFIED FINANCIAL PLANNER™
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
Walnut Creek, CA 94596