Our client, a leading wealth management firm - one of the fastest growing in the country - is seeking to expand their team with a Certified Financial Planner, offering an exceptional opportunity to work with a firm that values personalized client relationships, innovative strategies, and long-term financial security for its clientele.
Key Responsibilities:
- Build and maintain long-term relationships with clients, offering tailored financial planning and wealth management advice.
- Conduct in-depth financial analysis, including retirement planning, investment strategies, tax optimization, and estate planning.
- Develop customized financial plans aligned with clients' goals, risk tolerance, and financial circumstances.
- Provide periodic reviews and updates to clients, ensuring their financial plans adapt to changing circumstances and market conditions.
- Maintain compliance with regulatory standards, ensuring ethical and professional service delivery.
- Collaborate with internal teams, such as investment advisors and tax specialists, to provide holistic client solutions.
Key Qualifications:
- Certified Financial Planner (CFP) designation or equivalent; additional certifications (e.g., CFA, ChFC) are a plus.
- Proven experience in financial planning or wealth management (minimum 5 years preferred).
- Strong knowledge of investment products, tax strategies, and financial regulations.
- Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts clearly.
- Client-first mindset with a demonstrated track record of building trust and long-term relationships.
- Self-starter with excellent organizational and time management skills.