Financial Planning Specialist
2 days ago
Claire Myers Consulting is a comprehensive wealth management firm serving clients in Westport, CT. We are seeking a Financial Planning Specialist to join our team.
In this vital role, you will support clients through every stage of their financial journey, from comprehensive financial planning to risk management.
- You will work closely with senior advisors to develop personalized plans tailored to clients' needs and goals.
- You will analyze data and provide recommendations to clients on investment strategies, retirement planning, and education funding.
- You will collaborate with the investment, planning, and operations teams to ensure seamless execution of client plans.
To thrive in this position, you will need:
- A Bachelor's degree
- Licensure (Series 7 and 66) or a willingness to obtain licensure
- The following qualities: sense of urgency, go-getter mentality, client-centric standards, ability to overdeliver, revenue generation, detail-oriented approach, pride in job well done, preparedness, process orientation, and a proven track record of success
This is an exciting opportunity to join a fast-paced wealth management firm and help clients achieve their financial goals.
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