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Senior Financial Planner

2 months ago

Sacramento, United States Smartwork IT Services Full time
Job DescriptionJob DescriptionJob Title :Senior Financial PlannerLocation : Sacramento, CA Job Type : On-site Full-time Job Description :

Join as a Senior Financial Planner and take advantage of an exceptional opportunity to excel in financial planning. We offer a streamlined, proven model for success, supported by comprehensive resources and a collaborative culture.

Key Responsibilities

  • Strategic Advice: Provide expert advice on investment management, retirement planning, tax strategies, risk management, and estate planning.
  • Portfolio Management: Monitor investment portfolios and stay updated on financial markets and tax regulations.
  • Collaboration: Work with accountants and attorneys to offer comprehensive financial solutions. Educate clients on financial concepts and strategies.
  • Compliance: Ensure adherence to regulatory requirements and maintain accurate records.

Qualifications

  • Licenses: Active Series 7, Series 66, and California Insurance Licenses (or willingness to obtain them promptly).
  • Education: Bachelor's degree in finance, accounting, economics, or a related field preferred.
  • Experience: Proven track record as a Financial Planner is advantageous.
  • Skills: Strong understanding of financial markets, tax laws, and investment strategies. Excellent analytical, communication, and interpersonal skills.
  • Attributes: Detail-oriented, organized, and capable of managing multiple tasks. Proficiency in financial planning software and tools. High ethical standards with a commitment to client interests.