Financial Planning Specialist

2 days ago


Phoenix, Arizona, United States Dynamic Advisor Solutions Full time
About the Role

We are seeking a highly skilled Financial Planner to join our team at Dynamic Advisor Solutions in Phoenix, AZ.

The successful candidate will be responsible for providing personalized financial planning services, retirement planning, and financial advice to clients. This will involve analyzing financial data, creating financial plans, and helping clients achieve financial independence and stability.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients
  • Provide expert advice on retirement planning, investment strategies, and wealth management
  • Analyze financial data to identify areas for improvement and create tailored solutions
  • Build and maintain strong relationships with clients to ensure their financial goals are met
Requirements
  • Strong analytical and problem-solving skills
  • Excellent interpersonal and communication skills
  • Bachelor's degree in Finance, Business, Economics, or a related field
  • Relevant certifications such as CFP (Certified Financial Planner) are a plus
What We Offer

We offer a competitive income range dependent on the applicant's skill, experience, and work location.



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