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.