Financial Planning Professional
3 weeks ago
Role Overview
At South Shore Investment Services, we are seeking a highly skilled Financial Planning Professional to join our team of financial experts. As a key member of our team, you will be responsible for providing comprehensive financial planning, retirement planning, investment management, and financial advisory services to our clients.
Key Responsibilities
- Develop and implement personalized financial plans for clients, taking into account their unique financial goals and objectives
- Provide expert advice on investment management, retirement planning, and other financial matters
- Collaborate with other financial experts, such as estate planning attorneys and CPAs, to provide holistic financial planning services
- Stay up-to-date with industry trends and developments to ensure clients receive the best possible advice
Requirements
- BA or higher in Finance, Business, or related field
- Experience in financial planning and advisory services
- Strong analytical and problem-solving skills, with excellent communication and interpersonal skills
- Certifications such as CFP or CFA are a plus
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