Certified Financial Planner (CFP) at Morningstar, Salt Lake City, Utah

Company Overview: Morningstar is a leading financial services firm headquartered in Chicago, Illinois, with a prominent presence in Salt Lake City, Utah. With a strong focus on empowering investor success, Morningstar provides comprehensive investment research, data, and technology to individuals, financial advisors, and institutions globally. Key Responsibilities for Certified Financial Planner (CFP): - Provide personalized financial planning services to clients based on their individual goals, risk tolerance, and financial situation. - Develop and implement comprehensive financial plans encompassing investments, retirement planning, tax strategies, estate planning, and insurance needs. - Conduct thorough financial analysis and research to recommend suitable investment strategies and products aligned with client objectives. - Monitor and review client portfolios regularly to ensure they remain in line with financial goals and market conditions. - Educate clients on financial matters, investment options, and market trends to enhance their financial literacy and decision-making capabilities. Required Qualifications: - Certified Financial Planner (CFP) designation. - Bachelor's degree in Finance, Business, Economics, or related field. - Proven experience in financial planning, investment management, or wealth advisory services. - Strong knowledge of financial products, investment strategies, and regulatory requirements. - Excellent communication skills to build rapport with clients and articulate complex financial concepts effectively. Desired Skills: - Master's degree in Finance, Business Administration, or related discipline. - Additional certifications such as Chartered Financial Analyst (CFA) or Chartered Investment Counselor (CIC). - Proficiency in financial planning software and tools. - Experience working with high-net-worth clients and addressing sophisticated financial needs. - Demonstrated track record of achieving client satisfaction and retention. Compensation & Benefits: Morningstar offers a competitive annual salary range for Certified Financial Planners (CFP) in Salt Lake City, Utah, commensurate with experience and qualifications. Additionally, employees enjoy a comprehensive benefits package that includes health insurance, retirement plans, paid time off, professional development opportunities, and other perks. How to Apply: To apply for the Certified Financial Planner (CFP) position at Morningstar in Salt Lake City, Utah, please visit our careers page on the company website and submit your updated resume along with a cover letter highlighting your relevant experience and qualifications. We look forward to reviewing your application and potentially welcoming you to our dynamic team of financial professionals dedicated to client success.