Career Opportunities at HFG

Financial Planning Associate

We are looking for one good candidate to fill the new role of a Financial Planning Associate.  This new Associate would work face-to-face with new and existing clients, as well as behind the scenes, in a lead planner, or a para planner, role.

They must have have experience in financial planning or a related financial services field.

Depending on the background and experience of the new Associate, the new position could primarily be seen as a(n) Associate, Partner, and/or Potential Successor for the founder.

The new prospective Associate would be …
- A Certified Financial Planner™ practitioner (CFP®) or ready to begin the certification process.
- A Certified Kingdom Advisor or ready to begin the certification process (see www.kingdomadvisors.org/coretraining.)

Note: Many of our clients are devout Christians who desire to apply the principles of the faith to their financial planning.  The new Associate must to have the passion to serve this exciting clientele and to have, or develop, the skills and knowledge necessary to do so.  In doing so, the new Associate must be motivated by helping people develop and implement effective financial plans that are in line with God’s call on their lives realizing that these plans will, often-enough, lead to the on-boarding of new clients.  In other words, the new associate is motived by positive life-change with our clients, not merely by sales success.

Ideally, but not necessarily, the new associate would bring a “book of business” in to DHFS that could generate some of the income they need.  Or, they would have the skills, experience, and/or learning ability to very quickly help with existing case work, client meetings, and apply other skills.

We are not in a hurry.  We expect to get to know potential candidates over an extended, unhurried length of time.  We are looking for individuals who hunger to have their work count for a greater good and are looking for a way to do so for an extended period of time.

If this describes you, or someone you know, we would enjoy hearing from you.

Send an email dan@hardtfinancial.com