Senior Financial Planner
4 weeks ago
Job Title: Senior Financial Planner
Location: Remote
Salary: $100K-$150K + bonus, benefits, and path to equity
Skills: Financial Planning, Wealth Management, Estate Planning, Investment Management
About Company: Our firm is a leading provider of financial planning and wealth management services to high net worth individuals and families.
Responsibilities:
- Manage a portfolio of high net worth clients, providing financial planning and investment advice
- Develop and implement comprehensive financial plans, including investment strategies and estate planning
- Collaborate with internal teams to ensure seamless delivery of services to clients
- Stay up-to-date on industry trends and developments, applying knowledge to enhance client outcomes
Requirements:
- CFP designation
- 5+ years of experience in financial planning and wealth management
- Strong analytical and communication skills
Preferred Skills:
- Familiarity with financial planning software
- Experience working with high net worth clients
- Entrepreneurial mindset
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