Senior Financial Planner

3 days ago


Reston, Virginia, United States Robert Half Recruiting Full time
About the Role

We are seeking a highly skilled and experienced Senior Financial Planner to join our team at Robert Half Recruiting. As a Senior Financial Planner, you will be responsible for providing expert financial planning and investment advice to our clients.

Key Responsibilities
  • Meet with clients to discuss their financial goals and objectives.
  • Develop and implement comprehensive financial plans tailored to each client's needs.
  • Manage and maintain client portfolios, ensuring optimal investment returns and risk management.
  • Stay up-to-date with market trends and economic changes, providing clients with expert advice and guidance.
Requirements
  • Minimum of 4-5 years of experience in financial services.
  • Bachelor's degree in finance or economics.
  • Certified Financial Planner (CFP) designation.
  • Experience with brokerage and advisory platforms.
  • Strong communication and interpersonal skills.
What We Offer
  • Comprehensive benefits package, including health insurance, PTO, and 401(k).
  • Opportunity to work with a dynamic and growing team.
  • Professional development and training opportunities.

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