Certified finance planner job description

• Skills

• Self Starter; result oriented; strong interpersonal skills.
• Ability to read and comprehend simple instructions, short correspondence, and memos.
• Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals, or government regulations.

• Ability to read, analyze and interpret financial reports and/or legal documents..
• Ability to write routine reports and business correspondence.
• Ability to write procedures.
• Ability to respond in writing to customer complaints, regulatory agencies, or members of the business community.
• Ability to effectively present information in one-on-one and small group situations, to customers, clients, and other employees in the organization.
• Ability to speak effectively before groups of customers or employees.
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

• Education and/or Experience
• • BS/BA Degree (four year) from an accredited university/college.
  • MBA Degree preferred
  • CFP approved educational platform
  • Four to Six years as a minimum of financial planning experience as a Planner.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

• A B.S. or B.A. degree in a related field of study normally required; equivalent combination of education and work experience will be considered.
• A Certified Financial Planner™ designation is required.
• A minimum of three (3) years' financial planning experience in related positions normally required.
• Ability to work as a partner within a team of experts to provide an exceptional experience for our clients.
• Knowledge of investment- and trust-related products and services preferred

• Interest in being part of a team to best service of our clients, who are members of the Greater Rochester Community.
• Abilities and experience relating to financial and estate planning.

What does a successful first year in this position look like?

• Creates strategic financial plans and budgets for clients.
• Monitors clients’ needs and adjusts their financial plans accordingly.
• Presents financial services and solutions to clients as appropriate.
• Makes referrals to CNB Wealth, insurance, commercial, mortgage, and retail areas, as appropriate, to assist in the implementation of completed plans.
• Attends outside (Financial Planning Association and Estate Planning Council) meetings and bank-sponsored functions as needed.
• Contributes to writing original financial planning articles for internal and external publications.
• Acts as a liaison and subject matter expert on financial planning modeling.
• Energetically engages in customer activity to put the client first and introduce them to the whole array of services the bank has to offer.

What makes working at CNB different?

At CNB, we are Investing in You . Our strong corporate culture is based upon seven Core Values: Honesty and Integrity, Responsibility, Teamwork, Respect, Innovation, Professionalism, and Commitment. Our culture nurtures passionate employees and offers great rewards including:

• Medical, Dental, Vision, FSA, HSA options for both part-time and full-time employees. Medical coverage is also offered for domestic partners.
• Paid Holidays, Vacation, and Sick time.
• Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP).
• Training & Development Opportunities.
• Tuition Assistance.
• Volunteer Opportunities.
• Award Winning Wellness program that promotes a solid work/life balance.
• Banking perks and discount programs.

Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 125 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus: to provide exceptional service for our customers.

As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At CNB, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran’s status, religion, disability, sexual orientation, education, and culture.

As the only local, full-service, community-owned financial institution in the Rochester area, Canandaigua National Bank & Trust is Investing in You . If you want to be a part of something special, join us today!

Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.