Financial Planning Specialist

4 weeks ago

the woodlands, United States Bogart Wealth Full time

About the Role:

We are seeking a highly skilled and experienced Financial Advisor to join our team at Bogart Wealth. As a Financial Advisor, you will play a critical role in providing expert financial planning and investment advisory services to our clients.

Key Responsibilities:

  • Develop and implement comprehensive financial plans tailored to the unique needs and goals of our high net worth clients.
  • Provide expert investment advice and guidance to clients, ensuring they achieve their financial objectives.
  • Build and maintain strong relationships with clients, understanding their financial situations and providing personalized support.
  • Collaborate with internal teams to design and execute marketing initiatives, driving business growth and client acquisition.
  • Represent the organization externally, attending events and presenting to clients and partners.

Requirements:

  • CFP designation and a Bachelor's degree in Business, Economics, or Financial Planning.
  • 8+ years of experience in advanced planning, with a strong entrepreneurial spirit and persistence.
  • Foundational knowledge of key financial, investment, and risk management concepts.
  • Excellent communication, relationship-building, and analytical skills.
  • Ability to think clearly, communicate succinctly, and write well.
  • Fundamental knowledge and hands-on experience working with eMoney.

What We Offer:

  • Competitive compensation and benefits package.
  • Bonus program and 401(k) retirement plan.
  • A fun and friendly team of colleagues.

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