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Financial Planner

2 months ago

Boca Raton, United States Ascendo Resources Full time

We are seeking a highly skilled and motivated Financial Planner to join our dynamic team. The ideal candidate will be responsible for delivering expert financial advice and personalized financial planning services to our clients. This role requires a deep understanding of financial markets, investment strategies, and wealth management principles.

Key Responsibilities:

  • Build and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Conduct regular meetings with clients to review their financial plans and investment portfolios.
  • Develop comprehensive financial plans tailored to each client's needs, covering areas such as retirement planning, tax planning, estate planning, and risk management.
  • Analyze clients' financial situations, identify gaps, and recommend suitable strategies.
  • Provide expert advice on investment options, asset allocation, and portfolio management.
  • Monitor and adjust clients' portfolios to ensure alignment with their goals and market conditions.
  • Ensure all financial planning activities comply with regulatory requirements and company policies.
  • Maintain accurate and up-to-date client records and documentation.
  • Educate clients on financial concepts, investment strategies, and market trends.
  • Prepare and present detailed financial reports and proposals to clients.
  • Work closely with other team members, including wealth managers, tax advisors, and legal professionals, to provide holistic financial solutions.
  • Participate in team meetings, training sessions, and professional development opportunities.

Qualifications:

  • Bachelor's degree in Finance, Economics, Business, or related field.
  • Certified Financial Planner (CFP) preferred
  • 5+ years of experience in financial planning or wealth management.
  • In-depth knowledge of financial markets, investment products, and wealth management strategies.
  • Excellent analytical, problem-solving, and decision-making skills.
  • Strong interpersonal and communication skills, with the ability to build trust and rapport with clients.