Certified Financial Planner (CFP) at Plaid, Wilmington, Delaware

Company Overview:
Plaid is a leading financial services company located in Wilmington, Delaware, specializing in providing innovative banking and finance solutions to individuals and businesses nationwide. As a trusted partner in the industry, Plaid is committed to empowering customers to make sound financial decisions through tailored advice and cutting-edge technology.

Key Responsibilities for Certified Financial Planner (CFP):
- Conduct comprehensive financial assessments for clients to understand their goals and objectives
- Develop personalized financial plans encompassing investments, retirement, insurance, and estate planning
- Provide strategic recommendations on asset allocation, risk management, and tax strategies
- Monitor and review client portfolios regularly to ensure alignment with financial goals
- Offer ongoing financial education and guidance to clients to enhance their financial literacy
- Collaborate with internal teams to deliver holistic financial solutions to clients

Required Qualifications:
- Certified Financial Planner (CFP) designation
- Bachelor's degree in Finance, Accounting, Economics, or related field
- Minimum of 3 years of experience in financial planning and advisory services
- Strong knowledge of investment products, financial markets, and regulatory requirements
- Excellent communication and interpersonal skills
- Proven track record of building and maintaining client relationships

Desired Skills:
- Master's degree in Finance or related field
- Chartered Financial Analyst (CFA) designation
- Experience working in a banking or financial services institution
- Proficiency in financial planning software and tools
- Ability to analyze complex financial data and provide actionable insights
- Strong presentation skills for client meetings and seminars

Compensation & Benefits:
The annual salary range for the Certified Financial Planner (CFP) position at Plaid in Wilmington, Delaware is $80,000 - $110,000, commensurate with experience and qualifications. In addition to competitive compensation, Plaid offers a comprehensive benefits package including health insurance, retirement plans, paid time off, professional development opportunities, and employee discounts on financial products and services.

How to Apply:
To apply for the Certified Financial Planner (CFP) position at Plaid in Wilmington, Delaware, please submit your resume and cover letter through our company website's career portal. We look forward to reviewing your application and potentially welcoming you to our dynamic team of financial professionals dedicated to helping clients achieve their financial goals.