What are the responsibilities and job description for the Financial Planner Advisor position at Center for Wealth Preservation, LLC?
About Us
The Center for Wealth Preservation, LLC is a leading wealth and financial management firm dedicated to delivering cutting-edge financial solutions for discerning clients including high-net-worth individuals, professional athletes, corporations, and foundations.
We take pride in helping our clients achieve financial security and long-term prosperity through bespoke financial strategies and personalized service. This role presents the opportunity to work closely with clients, develop innovative financial plans, and play a pivotal role in guiding them toward their financial objectives.
Job Description:
- Develop and implement bespoke, comprehensive financial plans tailored to clients' unique goals including investment, insurance, retirement, tax, and estate planning.
- Collaborate with internal teams to ensure seamless execution of financial plans and high-level client service.
- Regularly review and adjust financial plans based on market conditions and clients' evolving needs.
- Remain current on market trends, tax laws, and financial industry regulations to provide clients with expert advice.
Essential Skills and Qualifications:
- A minimum of 5 years' experience in wealth management or financial planning.
- A Bachelor's degree in Finance, Economics, or a related field.
- Professional certification such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA).
- Familiarity with financial planning software and other industry-related tools.
