What are the responsibilities and job description for the Financial Planning Specialist position at Claire Myers Consulting?
Job Description
Job Description
Our client is seeking an experienced Financial Planning Specialist to play a key role in supporting financial advisors by delivering sophisticated financial plans and strategic recommendations for high-net-worth clients. This position is ideal for a detail-oriented professional with a strong background in wealth management who is looking to deepen their impact within a highly collaborative and growing firm.
Key Responsibilities
- Develop and refine comprehensive financial plans, integrating investment management, tax strategies, estate planning, and insurance solutions
- Serve as a technical resource for advisors, providing insights on complex planning scenarios
- Analyze financial data and run projections to support client recommendations
- Lead client onboarding processes, ensuring seamless transitions and accurate financial data collection
- Collaborate with external partners (CPAs, attorneys, and other specialists) to ensure holistic planning strategies
- Stay current on financial regulations, market trends, and best practices to enhance client offerings
- Provide mentorship and training to junior team members as needed
Qualifications
Compensation
Salary : $90,000 - $120,000
