Local well established financial planning firm is seeking an ENTREPRENEUR to grow the practice. 

Our firm provides services in coordination of investment, tax, retirement, compensation, benefits, risk management, family business governance and succession issues and estate planning.   Additionally we provide insurance benefits planning, including life, disability, and long term care. 

The individual we are seeking must possess the following qualifications:

·         Ability to present and sell financial planning services. 

·         Will have developed a client base and is experienced planner and business developer

·         Experience with a fee based platform

·         Independent and creative thinker who is not adverse to an entrepreneur environment. 

·         Ambitious with the ability to adapt to new challenges and responsibilities with a desire to      develop new client relationships

·         CFP designation required

·         Series 6, 7, and 66 also required

All office equipment support, medical insurance, 401(k), liability coverage in place. 

Please include Financial Planning Consultant in the subject line of your reply.  Please send resume with salary history to grlevar@sthrm.com  in Microsoft Word format.  No third party resumes or telephone calls.  Equal Opportunity Employer.