Find Your Career Path

Current Opportunities: 

 
1. Associate Financial Advisor

Job Description: Sherman Wealth Management a fee only RIA has a unique opportunity for a CFP to contribute to the day-to-day responsibilities in a small wealth management firm that focuses on personal client relationships. We are looking for a full-time highly talented and experienced CFP to add to our growing team. We are not micromanagers and are seeking self-starters.  You must have the ability to manage yourself and your own schedule, as well as communicate with the team daily and meet specific weekly deadlines. 


Job Type: Full-time

Duties will consist of, but are not limited to:

  • Analyze, research and implement financial solutions with clients
  • Continuously oversee clients’ financial plans and projections with detail and accuracy including goal setting, cash flow modeling, spending/savings recommendations, debt pay-down, credit report analysis, what-if scenarios, insurance needs, investment recommendations, tax planning, business planning, estate planning, etc.. 
  • Prepare and participate in client meetings
  • Supporting various business development initiatives
  • Research outside investments, including client’s company benefits

Ideal applicants must be:

  • Minimum of two years of experience
  • Certified Financial Planner designation (Applicants without a CFP designation will not be considered)
  • 4-year degree from an accredited university, preferably in finance, accounting or economics. 
  • Detail-oriented, organized
  • Ability to multi-task and prioritize work to meet deadlines 
  • Desire to support actions that are in the best interest of the client
  • Strong sense of responsibility with a positive “can do” attitude
  • High energy level, self-motivated with a strong sense of urgency
  • Effective team player with a high level of integrity

Salary: $75,000 + (Salary dependent upon experience and skill) 

If interested, email your resume and cover letter to info@shermanwealth.com and include why you are the best candidate for this role