Certified Financial Planner
Company Description
Astyr Wealth is a a sophisticated faith-based financial planning team that minister to the affluent community. We give clarity and confidence to our clients allowing them to live their best life. We navigate complexity to secure their future while aligning with their values and goals, balancing the desire for safety, income, and the need for growth.
Role Description
This is a full-time hybrid role for a Certified Financial Planner at Astyr Wealth. The Certified Financial Planner will be responsible for providing personalized financial planning services to clients, including retirement planning, investment management, and estate planning. The role will require working at the Canonsburg, PA office with the flexibility for some remote work.
Qualifications
- Financial Planning, Personal Financial Planning, and Certified Financial Planner (CFP) certification
- Strong knowledge of finance and investment management
- Experience in retirement planning and estate planning
- Excellent analytical and problem-solving skills
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- Bachelor's degree in finance, business, or related field
- Experience in the financial services industry is a plus
Job Type: Full-time
Pay: From $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Compensation package:
- Bonus opportunities
- Profit sharing
Schedule:
- 8 hour shift
Ability to Relocate:
- Canonsburg, PA 15317: Relocate before starting work (Required)
Work Location: Hybrid remote in Canonsburg, PA 15317
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