Financial Planner

One of our rapidly growing wealth management clients is seeking an experienced Financial Planner to join their boutique firm dedicated to providing personalized and comprehensive wealth management services. Clients include individuals, families, and businesses. Key Responsibilities: Develop and manage financial plans for personal, family, and business clients Conduct meetings to understand clients' financial objectives and provide tailored advice Monitor and review client accounts, making adjustments based on performance and changing needs Stay current with financial regulations and market trends Collaborate with colleagues to ensure a comprehensive approach to wealth management Qualifications: Certified Financial Planner (CFP) designation preferred 2-5 years of experience in wealth management for personal, family, and business clients Strong analytical and problem-solving skills Excellent interpersonal and communication skills Proven ability to build and maintain long-term client relationships Proficiency in financial planning software and tools Benefits: Competitive salary and performance-based bonuses Health, dental, and vision insurance Retirement plan with company match

Created: 2024-11-10