Senior Financial Planner
4 days ago
Fortis Lux Financial is seeking a highly motivated and experienced Certified Financial Planner to join our team. As a key member of our wealth management team, you will work closely with our top-producing team to provide comprehensive financial planning advice and solutions to our clients.
Key Responsibilities
- Conduct thorough financial assessments of clients, analyzing their financial situation, goals, risk tolerance, and investment preferences.
- Develop personalized financial plans tailored to each client's unique needs and objectives.
- Provide ongoing financial advice and guidance to clients, monitoring their progress towards their financial goals and adjusting their plans as necessary.
- Collaborate with our team to develop and implement effective financial strategies for our clients.
Requirements
- At least 3 years of experience in financial planning.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and prioritize multiple tasks.
- Advanced working knowledge of Microsoft Office Suite and eMoney software.
What We Offer
A competitive base salary and bonus structure, as well as opportunities for professional growth and development.
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