Financial Planning & Investment Specialist

Join Our Team

Are you passionate about helping clients achieve their financial goals? Do you thrive in a client-focused, team-oriented environment? If so, we want to hear from you!

Brandon Durant Financial Management is a growing financial planning firm dedicated to providing personalized investment and planning solutions to our clients. We are looking for a detail-oriented, proactive Financial Planner to join our growing team!

We're a tight-knit, supportive team—and we're looking for someone who can work independently but never feels alone.

About the Role

As a Financial Planning & Investment Specialist, you'll guide clients through financial planning, investments, insurance, tax strategies, and long-term goal setting. You'll have the freedom to work independently, with the support of a full team behind you.

What You'll Do

✅ Meet with clients to understand their goals and create personalized plans
✅ Recommend investment and insurance solutions that fit their needs
✅ Review and adjust portfolios as needed
✅ Build long-term client relationships based on trust and results
✅ Stay up-to-date with financial trends and opportunities

What We're Looking For
✔ Mutual Funds and Life Insurance licenses (in good standing)
✔ CFP® designation (or working towards it)
✔ At least 3 years of client-facing financial services experience
✔ Great communication and relationship-building skills
✔ A proactive mindset and a passion for helping others

Why Join Us?