Senior Financial Planner

Role Overview: The Senior Financial Planner will play a key role in delivering comprehensive financial planning services to our clients. This position requires a deep understanding of financial strategies, investment management, and client relationship management. The ideal candidate will have significant experience in financial planning, strong analytical skills, and the ability to provide exceptional client service.

Key Responsibilities

• Client Relationship Management:
• Develop and maintain strong relationships with clients.
• Conduct thorough financial assessments to understand clients’ goals and needs.
• Provide personalized financial advice and strategies to meet clients' objectives.
• Financial Planning:
• Create and implement comprehensive financial plans, including retirement, investment, tax, estate, and risk management strategies.
• Monitor and review clients' financial plans and make adjustments as necessary.
• Stay updated on market trends, economic conditions, and changes in financial regulations.
• Investment Management:
• Develop and recommend investment strategies and portfolio allocations based on clients’ risk tolerance and financial goals.
• Monitor investment performance and make recommendations for adjustments as needed.
• Team Leadership and Development:
• Mentor and support junior financial planners and other team members.
• Contribute to the development and enhancement of financial planning processes and methodologies.
• Compliance and Reporting:
• Ensure all financial planning activities comply with regulatory requirements and company policies.
• Prepare and present detailed financial reports and analysis to clients.
  

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field. Advanced degree (e.g., MBA, MS) is a plus.
• Certified Financial Planner (CFP) designation required.
• Minimum of 7-10 years of experience in financial planning or related fields.
• Strong knowledge of investment strategies, retirement planning, tax planning, and estate planning.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients.
• Proficiency in financial planning software and tools.
• Strong analytical and problem-solving skills.
• Ability to work independently and as part of a team.
  
  

Why Join Us

• Competitive salary and performance-based incentives.
• Comprehensive benefits package including health insurance, retirement plans, and paid time off.
• Opportunities for professional development and continuing education.
• Supportive and collaborative work environment.
• Access to cutting-edge financial planning tools and resources.