Senior Financial Planning Consultant
3 weeks ago
As a Senior Financial Planning Consultant at Buttonwood Financial Advisors, you will play a key role in shaping the financial futures of our clients.
- Client Service:
- Interact with clients to identify and capitalize on planning opportunities
- Collaborate with other advisors and industry experts to provide comprehensive advice
- Document and manage client activities to ensure timely completion
- Financial Planning:
- Meet with clients to understand their needs, goals, and concerns
- Gather and analyze financial data to inform planning decisions
- Develop and present personalized financial plans
- Business Development:
- Identify and pursue new business opportunities
- Build strong relationships with clients and industry partners
The ideal candidate will possess a Bachelor's degree in finance or a related field, along with a Series 65 license and 3+ years of experience in client-facing roles. CFP certification is preferred, but not required.
We estimate the salary for this position to be around $85,000 - $110,000 per year, depending on location and experience.
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