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Financial Planner

1 month ago

Atlanta, Georgia, United States HS Fiduciary Services Full time
Job Overview

We are seeking a knowledgeable and motivated Financial Planner to join our dynamic team at HS Fiduciary Services. The ideal candidate will possess a strong background in financial services and demonstrate expertise in various areas such as investment management, tax planning, and wealth management.

Duties:

  • Conduct comprehensive financial assessments to understand clients' current financial situations and future goals.
  • Develop tailored financial plans that encompass investment management, estate planning, and portfolio management.
  • Provide ongoing financial analysis and advice to clients regarding their investments, tax implications, and overall wealth management strategies.
  • Build and maintain strong customer relationships through regular communication and meetings to review progress and adjust plans as necessary.
  • Stay informed about market trends, economic conditions, and changes in financial regulations that may impact clients' portfolios.
  • Collaborate with other financial professionals to ensure a holistic approach to client service.
  • Educate clients on various financial products and services available to them.

Qualifications:

  • Moral and ethical compass
  • Strong knowledge of investment management principles, tax regulations, estate planning strategies, and portfolio management techniques.
  • Excellent analytical skills with a solid foundation in mathematics for effective financial analysis.
  • Proficiency in customer relationship management tools and software.
  • Exceptional communication skills with the ability to explain complex financial concepts clearly to clients.
  • Relevant certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are advantageous but not mandatory.

This is a part-time position with a competitive salary range of $72,716.00 - $85,018.00 per year. Benefits include flexible schedule, professional development assistance, referral program, bonus opportunities, commission pay, and remote work options.