Tax and Estate Planning Specialist
5 days ago
Our client is a rapidly growing wealth management and tax firm that directs the financial lives of hundreds of high-net-worth individual clients with assets exceeding $3M. They seek a skilled Financial Advisor with the CFP designation to join their team and provide exceptional financial planning and advisory services to existing clients and onboard new ones.
Key Responsibilities:
• Work directly with high-net-worth individual clients, developing comprehensive financial plans tailored to each client's unique financial situations.
• Develop and implement comprehensive financial plans for clients, focusing on trust, estate, retirement, investment, and insurance planning with a strong emphasis on tax-saving strategies.
• Collaborate effectively with a tight-knit team of professionals engaged in various financial and tax-related activities.
Requirements:
• Bachelor's degree required.
• Certified Financial Planner (CFP) designation required.
• 7+ years of professional experience in wealth management, financial services, and trust and estate planning from a wealth management firm or professional financial services company.
• Proven success in managing substantial workloads and multiple projects with time-sensitive deadlines and requirements.
• Ability to excel in a dynamic, high-growth business environment.
About Us
S Piper Staffing LLC is a leading nationwide woman-owned minority recruiting firm dedicated to supporting top-tier talent in collaboration with premier brands.
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