Financial Planner

4 weeks ago

Charlotte, United States Ascendo Resources Full time

Responsibilities:

  1. Client Assessment: Meet with clients to understand their financial goals, objectives, risk tolerance, and current financial situation through comprehensive financial analysis.
  2. Financial Planning: Develop personalized financial plans that encompass various aspects of a client's financial life, including retirement planning, investment management, tax planning, estate planning, insurance analysis, and education funding.
  3. Goal Setting: Help clients establish clear financial goals and create a roadmap to achieve them, considering factors such as time horizon, liquidity needs, and risk tolerance.
  4. Investment Advice: Provide recommendations on investment strategies and asset allocation tailored to clients' goals, risk tolerance, and investment timeline.
  5. Risk Management: Assess and mitigate financial risks by recommending appropriate insurance coverage, such as life insurance, disability insurance, and long-term care insurance.
  6. Tax Planning: Optimize clients' tax efficiency through strategies such as tax-loss harvesting, retirement account contributions, and structuring investments in tax-advantaged accounts.
  7. Estate Planning: Collaborate with clients and their legal advisors to develop estate plans that minimize taxes, preserve wealth, and ensure smooth wealth transfer to future generations.
  8. Financial Education: Educate clients on financial concepts, investment principles, and market dynamics to empower them to make informed decisions and take control of their financial future.
  9. Regular Review: Conduct periodic reviews of clients' financial plans and portfolios to assess progress towards goals, adjust strategies as needed, and incorporate any changes in clients' circumstances or market conditions.
  10. Compliance: Ensure compliance with all relevant regulations, laws, and industry standards governing financial planning and advisory services.
  11. Business development: lead generation and developing relationships to identify and recruit future clients.

Qualifications:

  1. Bachelor's degree in finance, economics, accounting, business, or a related field. Advanced degrees such as MBA or Certified Financial Planner (CFP) designation are preferred.
  2. Professional certifications, such as CFP, Chartered Financial Analyst (CFA), or Certified Public Accountant (CPA), demonstrating expertise in financial planning and advisory services.
  3. Strong analytical skills, attention to detail, and proficiency in financial modeling and planning software.
  4. Excellent interpersonal and communication skills, with the ability to build trust and rapport with clients and colleagues.
  5. Knowledge of financial markets, investment products, tax regulations, and estate planning principles.
  6. Ethical conduct, integrity, and commitment to acting in the best interests of clients.
  7. Series 65 or series 66 license.

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