Financial Planning Consultant
1 week ago
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.
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