Comprehensive Financial Strategist
3 weeks ago
Job Description
Job Responsibilities:- Client Meeting Preparation: Engage in comprehensive client meeting preparation, including generating reports, developing detailed financial plans, and formulating client recommendations.
- Client Relationship Management: Ensure accurate documentation of follow-up tasks from client meetings in the CRM system, coordinating with clients and planners to address outstanding items.
- Client Onboarding and Financial Planning: Prepare for client onboarding meetings by reviewing and reconciling accounts, reviewing or drafting investment policies, and laying the groundwork for retirement projections.
- Tax Planning and Coordination: Analyze client tax returns, insurance policies, and estate documents to develop tailored recommendations.
Required Skills and Qualifications:
- Bachelor's degree required.
- Current CFP Certificate or recently passed certification exam is required.
- Minimum 2 years of work experience in financial planning and related industries.
- Prior exposure to personal income tax planning and preparation is a plus.
- Organized with a strong attention to detail and ethical standards.
Benefits:
- Comprehensive benefits package including fully paid medical benefits.
- Unlimited personal time off.
- A company 401(k) and profit-sharing plan.
- Tuition and professional certification expense reimbursement.
- Professional association membership dues.
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