What are the responsibilities and job description for the Wealth Planning Specialist | Certified Financial Planner position at Connect Search, LLC?
Boutique Wealth Management Advisory hiring Wealth Planning Specialist (preferably with CFP certification). Partner with a team of successful Advisors to build comprehensive financial plans.
Keys to an Interview : Wealth Planning Specialist | Certified Financial Planner
Develop detailed and customized financial plans, covering areas such as estate planning, tax strategies, retirement planning, and wealth preservation.
Collaborate closely with financial advisors and sales teams to ensure plans align with client goals.
Stay updated on the latest financial planning tools, including eMoney and Salesforce, to effectively revise and update client plans based on advisor and client feedback.
Analyze client portfolios and provide actionable insights to enhance their financial strategies.
Participate in the strategic growth of the firm, with opportunities for equity ownership and a key role in expanding our wealth planning capabilities.
Keep a pulse on the job market with advanced job matching technology.
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Compensation Planning
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Surveys & Data Sets
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