Financial Planning Consultant

1 week ago


Waltham, Massachusetts, United States Lead Advisor Full time
{"title": "Financial Planning Specialist", "description": "Lead Advisor, LLC: A Wealth Management Consulting Firm

We are seeking a highly skilled Certified Financial Planner to join our team at Lead Advisor, LLC, a wealth management consulting and search firm. Our client, a top wealth management firm, is in search of a professional with a minimum of 5 years of experience in financial planning.

The ideal candidate will possess strong analytical abilities, excellent communication skills, and a commitment to providing top-tier service to our clients. Experience with eMoney is a definite plus.

Key Responsibilities:

  • Conduct comprehensive financial analyses to assess clients' current financial status and develop personalized financial plans.
  • Provide strategic recommendations to clients regarding investment options, retirement planning, tax strategies, estate planning, and risk management.
  • Collaborate with clients to establish financial goals and develop actionable plans to achieve them.
  • Monitor and review clients' financial plans regularly to ensure alignment with their evolving needs and objectives.
  • Stay updated on industry trends, regulatory changes, and best practices in financial planning.
  • Cultivate and maintain strong client relationships through regular communication and exceptional service.

Requirements:

  • Certified Financial Planner (CFP) designation.
  • Bachelor's degree in Finance, Business Administration, or related field.
  • Minimum of 5 years of experience in financial planning.
  • Strong understanding of investment strategies, tax laws, and financial regulations.
  • Excellent interpersonal skills and the ability to build rapport with clients.
  • Proficiency in financial planning software, with experience in eMoney being advantageous.
  • Detail-oriented with strong analytical and problem-solving skills.
  • Ability to work independently and as part of a collaborative team environment.

Benefits:

  • Competitive salary commensurate with experience.
  • Health, Life insurance, Short and Long Term disability plans.
  • Retirement savings plan with employer contribution.
  • Opportunities for professional development and continuing education.
  • A supportive and collaborative work environment.
", "lang_code": "en"}

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