Albion is currently looking for a Financial Planner to join our team.
An Albion Financial Planner works closely with one of our Senior Wealth Advisors in managing client relationships through building, presenting and updating comprehensive cash flow plans. This is a client-facing position. The Financial Planner will work directly with clients on planning issues and concerns. An ideal candidate will thrive on the opportunity to help clients work towards their financial goals. Financial Planners discuss a variety of planning topics with clients including but not limited to budgeting, retirement planning and investment management questions.
Albion’s mission is to help clients make a lifetime of good decisions as they work towards their financial goals. Albion takes a team approach in accomplishing our mission. The ideal candidate is someone who is a self-motivated team player. Good communication skills are essential to success in our team environment.
We are looking for someone who has or is working towards a CFP® designation.
This is a full-time position with a competitive salary and benefit package. To apply, please submit your resume along with a letter describing why you are an ideal candidate to work at Albion in the Financial Planner position.
Submissions should be sent to firstname.lastname@example.org.