Senior Financial Planner
3 weeks ago
Job Summary:
Raven Ridge is seeking a highly skilled Senior Financial Planner to join our team. As a key member of our financial services team, you will be responsible for developing and implementing investment and financial planning goals and objectives for our clients.
Responsibilities:
- Work with clients and their families to develop and implement appropriate investment and financial planning goals and objectives.
- Monitor client accounts and investment performance versus benchmarks, and develop insights for clients regarding key contributors and detractors.
- Review portfolio issues, such as taxes and liquidity events, on a quarterly basis.
- Manage investment transitions for new clients.
- Communicate and collaborate with the Investment Team regarding investment strategy and client portfolio structure.
- Provide recommendations to individuals and families enabling them to fulfill their financial goals.
- Identify insurance needs for clients and assess proper solutions.
- Discuss estate planning and work with internal and external resources to meet estate planning goals of the client.
- Consult with attorneys and accountants on financial, tax, and estate planning.
- Client meeting planning, facilitation, and presentation.
- Compliance with all industry rules and regulations and firm policies.
Qualifications:
- Bachelor's degree from an accredited college or university.
- CFP preferred.
- 5+ years relevant experience.
- Strong organization, analytical, relationship building, and communication skills.
- Competence with industry software, including CRM, Portfolio Management system, MS Office, etc.
Compensation:
$125,000.00 per year.
About Raven Ridge:
Raven Ridge is a growing firm with a tenured team of professionals. We offer a competitive compensation package, generous benefits, and a remote-friendly work environment. If you are a motivated and experienced financial services professional looking for a new challenge, we encourage you to apply.
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