Financial Planning Professional
2 weeks ago
Location: Remote Opportunity
Salary: $100K-$150K + bonus, benefits, and path to equity
Skills: Certified Financial Planner / CFP / Financial Planner / Wealth Planner
About Company / Opportunity:
We are a leading financial services firm seeking a seasoned CFP professional for a client-facing relationship management role. Our team serves the needs of high net worth and ultra-high net worth individuals and their families.
Responsibilities:
- Primary or lead relationship manager for a subset of HNW and UHNW clients, managing the day-to-day advisory and estate planning needs
- Delegating to colleagues and team members to ensure advisory and service needs are met while maintaining an elevated level of service
- Be the conduit between leadership, client service teams, and clients to execute on advisory, estate planning, governance, organization, service, and ad-hoc client requests and projects
- Interact with third-party portfolio managers and/or their teams on details of transactions, valuations, and investment financial statements
- Draft and present client-facing and internal guidance memos related to client day-to-day investment transaction process and planning
Requirements:
- CFP designation
- 5+ years of experience in the financial planning industry & minimum 2 years in a financial planning role
- Fiduciary mindset and focus-driven, with a strong sense of accountability, obligation, and dedication to client needs
Preferred Skills:
- Familiarity with planning software such as eMoney
- Prior experience working with sophisticated multi-generational clients
- Entrepreneurial mindset
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