Financial Planning Expert

2 days ago

Gaithersburg MD USA, United States gpac Full time
Job Title: Financial Planning Expert

We are seeking a highly skilled and experienced Certified Financial Planner (CFP) with Series 7/66 certifications to join our team. The ideal candidate will have a proven track record in financial planning, investment management, and client relationship management.

Responsibilities:
  • Develop and maintain comprehensive financial plans for clients, including retirement planning, investment management, estate planning, tax planning, and risk management.
  • Build and maintain strong client relationships through regular communication and personalized financial advice tailored to individual client needs.
  • Conduct thorough financial assessments and analysis to understand clients' financial goals, risk tolerance, and investment preferences.
  • Create customized financial plans and investment strategies aligned with clients' objectives and life stages.
  • Implement investment recommendations and monitor portfolio performance to ensure alignment with clients' goals and risk profiles.
  • Stay up-to-date on industry trends, market developments, and regulatory changes to provide clients with relevant and timely financial advice.
  • Collaborate with other professionals, such as attorneys and accountants, to offer holistic financial solutions to clients.
  • Participate in business development activities to expand the client base and grow assets under management.
  • Demonstrate expertise in succession planning within the financial advisory industry, including developing strategies for business continuity and transitioning client relationships.
Qualifications:
  • Certified Financial Planner (CFP) designation is required.
  • Series 7 and Series 66 licenses are mandatory.
  • Bachelor's degree in finance, business administration, or a related field is preferred.
  • Proven experience in financial planning, investment management, and client relationship management.
  • Strong understanding of financial products, investment vehicles, and industry regulations.
  • Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
  • Demonstrated ability to work independently and as part of a team in a fast-paced environment.
  • Proficiency in financial planning software and tools.
  • Prior experience in succession planning within the financial advisory industry is highly desirable.
  • Commitment to upholding ethical standards and fiduciary responsibilities in all client interactions.
What You Will Receive:

As a member of our team, you will receive extensive support from our experienced staff and advisors to:

  • Grow your business organically and through succession planning.
  • Increase your marketing efforts, including your online presence.
  • Enjoy flexibility, allowing you to work in-office or remotely due to our extensive cybersecurity and cloud-based capabilities.
  • Take on leadership roles by becoming part of our management team.
  • Build your business, developing client relations within a niche as part of the Succession Team.

We are an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused, and realize that our value is in our ability to deliver the right solutions at the right time.

We are an equal opportunity employer and welcome applications from all qualified candidates without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

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