What are the responsibilities and job description for the Senior Wealth Management Advisor position at Financial Planner Recruiting, LLC?
Job Overview
">This is an excellent opportunity for a seasoned financial planner to join our boutique firm and make a tangible difference in the lives of our clients. We are seeking a highly skilled professional with expertise in comprehensive financial planning and a proven track record of delivering exceptional client service.
Salary and Benefits
">The salary for this position ranges from $100,000 to $150,000 per year, depending on experience. We also offer a comprehensive benefits package, including a 401(k) plan, health insurance, and paid time off.
Key Responsibilities
">The successful candidate will be responsible for conducting in-depth financial needs assessments, developing comprehensive financial plans, and presenting financial strategies clearly and confidently. They will also be expected to build lasting relationships with clients, stay updated on industry trends and changes to financial regulations, and collaborate with internal teams to ensure seamless execution of client plans.
Qualifications
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- A Certified Financial Planner (CFP) designation is required. ">
- A minimum of 5 years of experience in financial planning is necessary, with expertise across a variety of client needs. ">
- Advanced skills in Microsoft Excel, Word, and Outlook are essential. ">
- Proficiency with Fidelity Wealthscape, Schwab Advisor Center, and Orion is required. ">
- Strong interpersonal and communication skills are necessary, with the ability to connect with diverse clients. ">
About Us
">We are a boutique financial firm dedicated to providing exceptional client service and delivering comprehensive financial plans. Our team of experienced professionals is committed to helping clients achieve their long-term goals.
Salary : $100,000 - $150,000
