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Certified Financial Planner

4 months ago

Pleasanton, United States Financial Recruiters International Full time

Growing wealth management firm in the East Bay seeking an experienced Certified Financial Planner. We are looking for a dedicated professional to help HNW clients achieve their financial goals.

Key Responsibilities:

  • Meet with clients in person or via phone to gather information for financial plans.
  • Prepare and present comprehensive financial plans to clients.
  • Apply a broad range of financial planning skills and concepts.
  • Conduct quarterly portfolio reviews with clients.
  • Proactively address and resolve clients issues and concerns.
  • Generate detailed portfolio analysis reports.

Qualifications:

  • Certification: CFP designation required.
  • Compliance: Clean compliance record and background check.
  • Experience: Proven experience in financial planning and client relationship management.

If you are a Certified Financial Planner with a passion for helping clients succeed, we would love to hear from you.