Financial Planning Specialist
2 weeks ago
Key Responsibilities:
- Conduct comprehensive financial planning sessions with clients to understand their unique needs and goals.
- Develop and implement personalized financial plans that integrate cash flow analysis, investment management, insurance, retirement, tax, and estate planning.
- Build and maintain strong relationships with clients through regular reviews and updates.
- Collaborate with senior advisors to ensure seamless delivery of financial services.
Requirements:
- Bachelor's degree in a related field.
- 5+ years of experience as a Financial Advisor in a planning capacity.
- Series 65 license.
- CFP Designation or willingness to obtain one.
- Excellent communication and relationship-building skills.
- Proven track record of successful client service and attention to detail.
- Experience with financial planning software and CRM systems.
We offer a dynamic and supportive work environment, competitive compensation, and opportunities for professional growth and development. If you are a motivated and results-driven individual with a passion for financial planning, we encourage you to apply.
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