P145
Located in Kalispell, MT
Pay: $80-125k
Job Full Description
About the Role
Express Employment Professionals is seeking an experienced and client-focused Certified Financial Planner (CFP) to join a respected local financial services firm. This is an excellent opportunity for a licensed CFP who is passionate about helping clients achieve their long-term financial goals through personalized planning and trusted advice.
As a Certified Financial Planner, you will play a key role in guiding individuals, families, and business clients through complex financial decisions. The ideal candidate will be analytical, strategic, and committed to maintaining the highest professional and ethical standards.
Important: CFP License Required
Applicants must hold an active Certified Financial Planner (CFP) designation to be considered for this position.
Key Responsibilities
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Conduct comprehensive financial assessments to evaluate client goals, risk tolerance, and financial standing
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Develop and present customized financial plans addressing retirement, investment, tax, insurance, and estate strategies
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Monitor client accounts, making ongoing recommendations and adjustments as needed
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Stay up to date with financial markets, tax laws, and planning regulations
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Build and maintain long-term, trust-based client relationships
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Collaborate with internal teams and external partners (CPAs, attorneys, etc.) to ensure a holistic client experience
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Maintain accurate client records in compliance with regulatory standards
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Participate in business development activities, including networking and client referrals
Qualifications
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Active Certified Financial Planner (CFP) certification – REQUIRED
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Bachelor’s degree in Finance, Accounting, Economics, or related field
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3+ years of experience in financial planning, wealth management, or advisory services
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Strong knowledge of financial products, investment strategies, tax law, and estate planning
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Excellent interpersonal and communication skills
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Proficiency (or willingness to learn) in financial planning software such as eMoney, MoneyGuidePro, or RightCapital, plus Microsoft Office Suite
Key Competencies
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Client-centric mindset with strong ethical standards
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Strategic thinker and problem solver
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Detail-oriented and highly organized
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Able to simplify complex financial concepts for clients
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Dedicated to continuous learning and professional growth
What’s in It for You
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Competitive salary with performance-based bonuses
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Health insurance coverage
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401(k) plan with company match
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Generous PTO and paid holidays
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Continuing education support and CFP renewal assistance
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Collaborative and supportive team environment
Join Our Team
If you’re a Certified Financial Planner ready to make a meaningful impact in the lives of clients while advancing your career with a respected local firm, we want to hear from you.
Apply today through Express Employment Professionals — where great careers start.
Kalispell, MT
1526
4 Sunset Plaza
Suite 101
Kalispell, MT 59901
Apply Now Email Us