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Join Our Team

At Brennan Financial Services, our company goal is to continue to grow as a strong regional firm, serving clients holistically and providing leadership in our industry by focusing our practice on our clients’ experience. If you are looking for a firm with a strong servant leader culture, we may be the right home for you and your talents. We are looking for candidates who would like to serve our clients and our team in the following capacities:

 

CFP (Open) – Our CFP will provide traditional holistic financial planning services to our current clients and develop financial plans for new clients.

  • Candidates must have a bachelor’s degree, and CFP license with a minimum 3 years of experience in financial services in a client-facing role.
  • Series 7, 63, 65 or 66 required; Life & Health Insurance license preferred.
  • Excellent communication skills, and professional style in both written and verbal formats.
  • Proficiency in MS Office, CRM systems, financial planning software (such as E-Money), and trading platforms, and the ability to utilize new technology with ease.
  • Ability to maintain professional image and project our values and culture with clients, colleagues, vendors, etc.
  • Exceptional organizational and time management skills.
  • Fanatical attention to detail and excellent follow through.
  • Strong leadership and collaboration skills, and adept at building relationships with clients, prospective clients, team members, and external resources.
  • Passion to continue learning and improving.
  • Confident self-starter who can be successful with minimal supervision and enjoys a fast-paced environment.

 

Financial Advisor (Open) – We are seeking practicing financial advisors who want to join our independent boutique firm so they can serve their clients holistically. 

 

 

To apply for any of these positions, please send your resume to teamdbt@brennanfinancialservices.com with a brief email about why the position interests you.