Provide exceptional financial planning services as an Experienced Senior Financial Planner. Engage clients with complex needs in investment, tax management, and estate planning while fostering solid relationships.
In this key role, you are expected to identify financial planning needs and provide tailored solutions. Your work encompasses crafting, editing, and delivering detailed financial plans while liaising with various professionals. The ideal candidate will display solid problem-solving abilities and a commitment to client service excellence.
Key Responsibilities:
Analyze client needs for comprehensive financial solutions
Create and manage detailed financial plans
Collaborate with professionals for effective planning
Conduct meeting preparations and handle data entry
Support research assignments and progress tracking
Requirements:
CFP designation is required; CPA is preferred
Minimum 5–7 years in wealth management
Proficiency in financial planning tools and MS Office
Robust analytical and problem-solving skills
Excellent communication and rapport-building skills
Leverage your extensive experience in financial planning to deliver exceptional results for clients and enhance their financial success.
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