What are the responsibilities and job description for the Financial Planning Professional position at Financial Planner Recruiting, LLC?
A successful Certified Financial Planner (CFP) with 3-5 years of experience is sought by our client, a boutique RIA, to deliver exceptional financial planning services. The ideal candidate will create customized financial plans, providing expert advice on investments, retirement planning, and tax strategies.
Key Accountabilities:
- Develop and implement comprehensive financial plans for clients.
- Offer expert guidance on investments, retirement planning, estate planning, and tax strategies.
- Maintain strong client relationships through regular communication and portfolio reviews.
- Stay up-to-date with market trends, financial regulations, and investment strategies.
Requirements:
- CFP certification.
- 3-5 years of experience in financial planning or wealth management.
- Strong understanding of investment products, tax laws, and financial planning software.
- Excellent communication and client relationship management skills.
- Ability to analyze complex financial data and present clear recommendations.
What We Offer:
- Competitive salary, commensurate with experience plus performance-based incentives.
- Health insurance.
- 401k with match.
- Professional development and continuing education opportunities.
- Collaborative and supportive work environment.
