Our client is a boutique RIA seeking an experienced Certified Financial Planner (CFP) with 3-5 years of experience to join our team. The ideal candidate will provide comprehensive financial planning services, including investment management, retirement planning, tax strategies, and risk management, to help clients achieve their financial goals.
Key Responsibilities:
Develop personalized financial plans based on clients' goals and risk tolerance.
Provide expert advice on investments, retirement planning, estate planning, and tax strategies.
Build and maintain strong client relationships through regular communication and portfolio reviews.
Stay current with market trends, financial regulations, and investment strategies.
Qualifications:
CFP® certification required.
3-5 years of experience in financial planning or wealth management.
Strong knowledge of investment products, tax laws, and financial planning software.
Excellent communication and client relationship management skills.
Ability to analyze complex financial data and present clear recommendations.
Benefits:
Competitive salary, commensurate with experience plus performance-based incentives.
Health insurance.
401k with match.
Professional development and continuing education opportunities.