What are the responsibilities and job description for the Strategic Financial Expert position at Financial Planner Recruiting, LLC?
Job Overview:
Financial Planner Recruiting, LLC is a boutique financial firm seeking an experienced Certified Financial Planner (CFP) to join their team. The ideal candidate will possess a proven track record in comprehensive financial planning, expertise across various client needs, and a passion for delivering exceptional client service in a collaborative environment.
About the Role:
The successful candidate will serve as the primary point of contact for assigned clients, building long-lasting, trust-based relationships. They will conduct in-depth financial needs assessments, develop tailored financial plans, and present strategies and recommendations clearly and confidently.
Key Responsibilities:
Requirements:
Financial Planner Recruiting, LLC is a boutique financial firm seeking an experienced Certified Financial Planner (CFP) to join their team. The ideal candidate will possess a proven track record in comprehensive financial planning, expertise across various client needs, and a passion for delivering exceptional client service in a collaborative environment.
About the Role:
The successful candidate will serve as the primary point of contact for assigned clients, building long-lasting, trust-based relationships. They will conduct in-depth financial needs assessments, develop tailored financial plans, and present strategies and recommendations clearly and confidently.
Key Responsibilities:
- Design and manage customized investment portfolios utilizing passive and active management strategies.
- Provide expertise in asset allocation, tax planning, estate planning, and retirement strategies.
- Leverage Orion Planning to analyze client scenarios and present actionable solutions.
- Utilize advanced skills in Microsoft Excel, Word, and Outlook.
- Operate effectively within platforms such as Fidelity Wealthscape, Schwab Advisor Center, and Orion for portfolio management and client servicing.
- Trade U.S. Treasuries, mutual funds, and ETFs as part of portfolio management and rebalancing strategies.
Requirements:
- Certified Financial Planner (CFP) designation required.
- Minimum of 5 years of experience in financial planning, with expertise across a variety of client needs.
- Advanced skills in Microsoft Excel, Word, and Outlook.
- Proficiency with Fidelity Wealthscape, Schwab Advisor Center, and Orion.
- Proficiency in Orion Planning to develop and present comprehensive financial strategies.
- Strong interpersonal and communication skills, with a demonstrated ability to connect with diverse clients.
- Ability to trade U.S. Treasuries, mutual funds, and ETFs effectively.
- Ability to work independently while contributing to a collaborative, team-oriented environment.
- Commitment to ongoing professional development and industry certification.
