Financial Planning Specialist

1 month ago


Dothan, Alabama, United States CapSouth Partners Inc Full time
Job Title: Financial Planning Advisor

CapSouth Wealth Management is a dynamic and growing Wealth Management company headquartered in Dothan, Alabama, with a strong presence in the Southeast region. We are currently seeking an experienced Financial Planning Advisor who is passionate about delivering exceptional client experiences and is eager to be part of a collaborative and innovative team.

Job Summary:

We are looking for a skilled Financial Planning Advisor to join our team and provide holistic financial planning services to our clients. The ideal candidate will have a strong background in financial planning, excellent communication skills, and a passion for delivering personalized client experiences.

Key Responsibilities:
  • Develop and deliver comprehensive financial plans to clients, utilizing industry-leading tools and software.
  • Provide expert guidance on investment strategies, tax planning, and retirement planning.
  • Build and maintain strong relationships with clients, understanding their unique financial goals and objectives.
  • Collaborate with internal teams to ensure seamless client service and support.
  • Stay up-to-date with industry trends and best practices, applying this knowledge to enhance client experiences.
Requirements:
  • CFP or ChFC designation with experience in financial planning.
  • Proficiency in MoneyGuide Pro or RightCapital, with a strong understanding of financial planning software.
  • Excellent communication and interpersonal skills, with a passion for delivering exceptional client experiences.
  • Ability to work independently and as part of a team, with a strong focus on collaboration and innovation.
What We Offer:
  • A dynamic and supportive work environment, with opportunities for growth and development.
  • A competitive compensation package, with benefits and perks that reflect our commitment to employee well-being.
  • The chance to work with a talented and passionate team, dedicated to delivering exceptional client experiences.

If you are a motivated and experienced Financial Planning Advisor looking for a new challenge, we encourage you to apply. Please submit your resume and a cover letter detailing your experience and qualifications for this role.



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