What are the responsibilities and job description for the Investment and Tax Strategist position at Financial Planner Recruiting, LLC?
A seasoned Certified Financial Planner (CFP) with 3-5 years of experience is required to provide comprehensive financial planning services to our clients. The ideal candidate will develop and implement customized financial plans, offering expert advice on investments, retirement planning, and tax strategies.
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 current 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 Provide:
- 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.
