Wealth Planning Specialist | Certified Financial ...

Boutique Wealth Management Advisory hiring Wealth Planning Specialist (preferably with CFP certification). Partner with a team of successful Advisors to build comprehensive financial plans.Keys to an Interview: Wealth Planning Specialist | Certified Financial PlannerCFP (Certified Financial Planner) certification preferred3-5 years' experience working in wealth managementExperience with proposals, case analysis, strategic planning (tax, estate, investment)Key Responsibilities: Wealth Planning Specialist | Certified Financial PlannerClient facing, supporting team of 5 advisors Develop detailed and customized financial plans, covering areas such as estate planning, tax strategies, retirement planning, and wealth preservation.Collaborate closely with financial advisors and sales teams to ensure plans align with client goals.Stay updated on the latest financial planning tools, including eMoney and Salesforce, to effectively revise and update client plans based on advisor and client feedback.Analyze client portfolios and provide actionable insights to enhance their financial strategies.Participate in the strategic growth of the firm, with opportunities for equity ownership and a key role in expanding our wealth planning capabilities.

Created: 2025-01-07