Financial Planning Specialist
18 hours ago
We are seeking a highly skilled and knowledgeable financial planner to collaborate with our advisory firm. As a financial planner, you will work closely with clients to understand their financial situations and goals, and develop comprehensive financial plans to help them achieve those objectives.
Key Responsibilities:- Meet with clients to gather information about their financial situations, objectives, risk tolerance, time horizons, and other relevant factors.
- Analyze clients' finances, identify issues and opportunities, and evaluate alternative courses of action.
- Develop and present comprehensive financial plans that include investment strategies, tax planning, asset allocation, risk management, retirement planning, estate planning strategies, and other components.
- Implement financial plans by recommending specific investment vehicles, insurance policies, and other solutions.
- Monitor clients' accounts and plans, recommending any necessary changes and ensuring continued progress toward goals.
- Stay current on financial planning regulations, legislation, and tax law changes.
- Bachelor's degree in finance, accounting, business, economics, or a related field.
- 3+ years of experience in financial planning or analysis.
- CFP (Certified Financial Planner) designation preferred.
- Series 65 license or ability to attain.
- Excellent analytical, communication, and relationship-building skills.
- High attention to detail with ability to explain complex financial concepts simply.
We offer a competitive salary and benefits package, along with opportunities for career advancement. As part of our collaborative planning team, you will work in a supportive, stimulating environment helping clients achieve financial security.
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused, and realize that our value is in our ability to deliver the right solutions at the right time.
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